CLIENT PORTAL
MAKE A PAYMENT
FILE TRANSFER
Request Meeting
HOME
SERVICES
Individuals
Sole Proprietorships
Partnerships
Corporations
C-Corporations
S-Corporations
LLC's
Estate & Gift Tax
Quarterly & Annual Returns
INDUSTRIES
Construction
ABOUT US
News
CAREERS
Benefits
Career Opportunities
Internships
CONTACT
CLIENT PORTAL
MAKE A PAYMENT
FILE TRANSFER
ACCOUNT
User Registration
Log In
X
REQUEST A MEETING
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
Email Address
*
Company Name
Contact Number
Comment or Message
Which tax forms do you file?
1040
1065
1099
1120
Other
Which services are you seeking?
Tax return preperation
Month-end close
Financial statements
Monthly or quarterly business planning meetings
Remote QuickBooks (or other accounting program) support
Forecasting
Paying bills and/or invoicing clients
Payroll services
Sales tax services
Business valuation
Pre-year-end tax planning
Business consulting
Transition planning
Other
What was the last year of the tax return(s) you filed?
2023
2022
2021
2020
2019
2018
2017
2016
2015
Street address, City, State, ZIP
How many employees do you have?
Home Phone Number
Business phone number
Are you comfortable receiving and submitting information through secure electronic means?
Yes
No
Submit
