Intake & Drop-offFor New and Existing Clients
How it works
Please fill out the form below so we can get started on your return. You have the option to upload your documents at the end (or take instant photos of them if using a mobile device).
Prefer to drop off physical paperwork? No problem; please still fill out the form below then choose the “I will deliver my tax documents to the office” option before hitting submit. Drop your paperwork by our office anytime, we will be expecting it.
Need a reminder of which documents to submit? Click Here to view our What To Bring checklist.