Welcome to the client resource page. The following documents will be used in helping us to prepare your upcoming tax return. Should you have any questions while filling out this from please do not hesitate to contact us.
IMPORTANT: When completing your tax questionnaire, please follow the steps below:
1) Save the file to your computer before you begin filling it out.
2) Open the file from your computer and fill it out.
3) When you have finished filling it out, be sure to “save” or “save as” prior to closing.