To better serve you and meet your tax preparation expectations, we ask that you take a few minutes to fill out the information below. From there, you have a few convenient choses you can take advantage of to complete your taxes.

If you have any questions while completing this form, please do not hesitate to ask.

Fill out the form below to the best of your knowledge, review and sign the legal documents.

You can choose to leave this form and your tax documents with the Client Service Professional at the front desk OR you can choose to have a 10-15 minute consultation with your tax professional via phone.

After your tax return is ready, you can come back in to the office to complete it, OR you can choose our Online Approval option to finish your return online.