For bookkeeping and payroll services: please call the office to schedule a consultation appointment. We’ll go over your business information and options.
For new tax clients: click below to download a comprehensive checklist of information we would need for your taxes. This list is very comprehensive and not all items may apply to you.
New clients planning to use the client portal for preparation, please use the following steps:
You will receive an activation email when we have created your account. Check your spam folder if you don’t receive it!
If you like, you can download the Secure File Pro app from your app store to use the portal on your mobile device!