Personal Client Package
If you are an existing client from last tax season, please contact our office to get your customized renewal information to confirm and update.
If you are a new personal client, there is a little more work and you have a few different options to send us your information.
Use the PDF Version to fill out, print, sign, and bring with your records or upload it with your records using our Secure Client Portal
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If you are ready and have the time, you can fill it in directly online.
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Don't forget the government authorization forms below.
They are not included with all your other identifying information in our client package for your protection.