New Clients

We do accept new clients throughout tax season as time allows. 


We ask all new clients to please download and fill out our 

TAX CLIENT QUESTIONNAIRE.


You may mail or drop off your documents. 


Please call if you need to make an appointment or would like instructions on uploading your documents securely to SmartVault.


We also ask new clients to provide us with a copy of their previous year's tax return so we have a point of reference. 


Please call the office with questions.


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