English Forms
Client Intake Packet
Complete your intake packet before securely uploading your supporting documents through our client portal.
- •Client Data Sheet
- •Engagement Agreement
Recommended for all new clients
Secure Client Portal
Upload Your Documents Securely
Securely send your tax documents, forms, and files directly to our office for review and preparation.
Serving clients nationwide
Bilingual Client Support · English | Español
How It Works
A Clear, Professional Client Intake Process
01
Download Your Client Forms
Access our bilingual intake forms in English or Español, ready to complete on any device.
02
Complete Your Information
Fill out the Client Data Sheet and Engagement Agreement at your own pace.
03
Upload Documents Securely
Submit completed forms and supporting documents through our encrypted client portal.
04
Our Office Reviews Everything
We review your submission carefully and prepare your file with precision and care.
05
We Contact You Directly
Our team follows up personally to confirm details, answer questions, or request anything missing.
Client Intake Forms
Download & Complete Your Intake Packet
To help us prepare your documents efficiently, please download and complete the appropriate intake packet before securely uploading your information.
Choose the packet in your preferred language. Each packet contains everything our office needs to begin preparing your return.
Formularios en Español
Paquete de Registro del Cliente
Complete su paquete de registro antes de cargar sus documentos de forma segura a través de nuestro portal.
- •Hoja de Datos del Cliente
- •Acuerdo de Compromiso
Recomendado para nuevos clientes
Bilingual Client Support • Serving English & Spanish-Speaking Clients
Secure Client Portal
Upload Your Documents Securely
After completing your intake forms above, securely upload your supporting documents below. All transfers are encrypted and handled confidentially by our office.
Your documents are securely transmitted and handled with complete confidentiality.
Accepted file types
PDFJPGPNGDOCDOCX
How it works
- 1Share your contact details so we can follow up.
- 2Add your documents — drag & drop or select from your device.
- 3Submit and our office will review them shortly.
Your Privacy & Security
Your Privacy & Security Matter
Every document is transmitted, stored, and handled with the discretion you'd expect from a trusted financial office.
Encrypted Transmission
Files are encrypted in transit so only our office can access them.
Private Storage
Documents are stored in secure cloud storage with strict access controls.
Strict Confidentiality
Your information is never shared and used only to serve you.
Professional Handling
Reviewed and prepared by our team with care and accuracy.
Frequently Asked
Common Questions
We're Here To Help
Need Assistance?
Our office is happy to assist you with uploads, tax questions, and client support.