Required Documents for New Personal Tax Clients

All REQUIRED forms below must be submitted before services can begin

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Required Documents for New Business Tax Clients

All REQUIRED forms below must be submitted before services can begin

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Required Documents for New Bookkeeping Clients

All REQUIRED forms below must be submitted before services can begin

  • Bookkeeping Client Intake Questionnaire

    • New clients to the firm: REQUIRED

    • Returning clients do not need to complete this form

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