Please download & fill out our New Client form before you come in for your tax appointment.

For Individuals – Current Year Individual Organizer

For Business Owners – Current Year Business Organizer

Instructions for completing our New Client Fillable PDF form:

Before completing the document save the correct Organizer Form (PDF Format) to a location on your computer (Ex: Desktop or Documents)

  • Once you have saved the form to your computer, you are ready to complete the form
  • Open the fillable form
  • After you have completed the form, save the final version of the PDF file to your computer
  • Fill out your information below and upload the completed form
  • Submit your file with our secure upload


  • Accepted file types: pdf, Max. file size: 20 MB.