To formalize our agreement and ensure clear communication, please review and sign this year's engagement letter outlining our scope of services, terms, fees, and confidentiality agreements. Click the link below to sign and proceed.

To better understand your financial situation and provide tailored advice, please click the link below to fill out a comprehensive questionnaire. This will cover details about your retirement investment accounts, children, mortgage, and educational plans for your kids.

To ensure we can prepare your tax return accurately and efficiently, we kindly request that you fill out the business expense organizer. This organizer will help us gather all the necessary details regarding your business expenses, allowing us to maximize your deductions and streamline the tax preparation process.

To ensure we can accurately account for any home office deductions, please fill out the following form if you use any part of your home for business purposes. This information is crucial for us to gather all necessary details about your home office setup, including the portion of your home used, related expenses, and any improvements made. Accurately reporting this information will help us maximize your deductions and streamline the tax preparation process.

Please out the following to ensure accurate and efficient tax preparation. We kindly request your assistance in providing some specific information regarding your children.