FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


If this is the first time we are preparing your taxes, please complete this form and provide it with all of your tax documents, along with last year’s tax return.

If we  prepared your taxes last year, please complete this shorter form to let us know if there have been any changes, and provide it will all of your tax documents.

If you have a Corporation, LLC, or are self-employed, please complete this form for each business and provide it along with the applicable Tax Preparation Sheet above for either a New or Existing tax client.

If you are interested in using our Bookkeeping services, please complete this form to give us the basic information we need to get you started.