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.
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.
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