Welcome to our firm! We take great pride in the fact that you have placed your trust with us - and we will do everything we can to exceed your expectations. Below you will find links to the various documents required to get you established as a client with us.
Please read our Welcome Letter. Then print the New Client Info Sheet, and the New Business Client Info Sheet (if applicable), fill them out and return them to us with a copy of your most recent tax returns (three years if possible). Be sure to include Federal and any States!
Feel free to use our Secure Portal (on our Home Page) to transfer any sensitive documents to us!