We keep your information safe.
We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents. We utilize a proprietary nationwide network through the CPATAXBANK services offered by United Tax Partners Services. This means the security of our system is of the highest available anywhere.
Intake Form Download
This simple tax intake tool is designed for new clients and allows you to gather the information you need for us to help you. We find it helpful if you provide your last two years of tax returns that include prior year information and carryover data. To submit these items, you can:
Print and mail it
Drop it off at our offices
Request to upload via secure client portal
NOTE: Never fax or e-mail the completed forms over the phone lines or the internet. It’s not safe!