Important Tax Prep Docs & Information - click on the link(s) below
- Returning Individual Client Engagement Agreement - Read, fill in the requested information. This will be emailed to us & signal the start of your tax prep.
- Tax Organizer -- Please Download, Save & Work on over time to complete your taxes.
- Send Us Your Tax Files! (Tax documents only, please. We cannot accept investment/securities-related documents through this link.)