Please download & fill out our New Client form before you come in for your tax appointment.
For Individuals – 2019 Individual Organizer
For Business Owners – 2019 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