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Become a client
Tell us what you need. Depending on your answers, you’ll either continue to our secure portal to complete your intake, or we’ll follow up by email first. Your request stays pending approval while our team reviews your information and documents.
Please don’t include Social Security numbers, account numbers or tax documents in this website form. If the next screen shows a secure TaxDome link, use it to create your account, complete the questionnaire and upload requested documents. Otherwise, we’ll follow up by email.
PENDING APPROVAL: Creating an account, completing an organizer or uploading documents does not mean we have accepted your engagement. Our team must agree to work with you and confirm scope and fees before tax-preparation work begins.