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New Client Services

Our Clients get personalized and responsive service from dedicated accounting professionals who help to keep their finances on track. We want you to feel confident that your accounting system accurately reflects your current situation so that you can concentrate on the things that matter. Follow these steps to start your services.

Tell us about yourself

Please take a moment to fill out our Basic Client Information Form.

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Upload Prior Year Tax Returns

Prior-year tax returns are valuable tools for accountants. They serve as a foundation for understanding a client's financial history, ensuring compliance with tax regulations, and developing effective tax strategies for the current year.

Sign an Auto Payment Authorization Form

Our Auto-pay form provides a convenient payment option for clients. Once set up, clients don't have to remember to make manual payments each billing cycle. In advance of each payment date, you will receive a digital copy of your invoice, along with the date the payment will be processed

Review Our Service

We offer a multitude of services to ensure that you can focus on running your business and doing the work that you love, instead of the work you don't.

New Client Consultation Appointment

We’ll work with you to identify and implement high-value changes in your strategies to drive bottom-line results.

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