Submit the Tax Info Questionnaire (on the left)
We'll send you a list of documents that you need to gather together for us.
Submit your documents to us, and we'll prepare your return!
TAX INFO QUESTIONNAIRE FOR RETURNING CLIENTS
This Tax Info Questionnaire allows us to review any changes in your tax situation, as well as provide you with a customized list of documents that you will need gather. It should take less than 10 minutes to complete!
PLEASE NOTE: If you have not registered for our Client Portal, please let us know that you would like to register and we will get you set up right away!
Simple 3-Step Process
2019 Tax Deadlines