Client Tools

IMPORTANT: Please know that any online tools, including the ones found below, used by our firm for sending or receiving information and documents are secure, encrypted, and handled with the utmost care to ensure the safety of your non-public personal information per our privacy policy.  For this reason, we encourage the use of the online version or upload tools instead of emailing, faxing, or texting unsecured attachments.

For both existing and prospective clients:

Required forms to prepare a tax return, including, but not limited to, our Engagement Letter and Client Questionnaire.  This tool also allows for the upload of any documents you need/want to provide as part of the process.  Note: This process is not necessary for sending additional information or documents.  For those needs, use the secure upload tool further down on this page for quicker submission:

– Online Version: Complete it here (mobile friendly)

Secure Upload Tool