In preparation for the tax season, please make sure you have an accompanying engagement letter to bring along with your tax data. You can find the Engagement Letter in our "Forms" tab. Don't forget our office moved directly upstairs!
For your convenience, we have several options for delivery of your tax documents to our office.
If you need an Organizer, you can find one in our "Forms" tab.
Finally, your referral is the best compliment. This year we have a Referral Incentive Program: