New Client Onboarding

Our fees are based on the time spent at our hourly rates, plus an administrative fee. Please note that the minimum fee for a basic return is $600. This fee may increase depending on the complexity of your return and how the documentation is provided. After reviewing the information you provide, we will assess whether we are a good fit for your needs and offer an estimate for the requested services.
 
Please complete the form below and upload your tax returns for the past three years. If you prefer to complete a paper copy, you can download New Client Onboarding Form here.

New Client Onboarding Form

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