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Submit Your Customer Intake Form

Option 1 - You can fill out our secure online form by clicking the button below. (English & Spanish Options)

Option 2 - You can download this PDF and bring it in. (English Only)

Schedule Your Appointment

You can now schedule an appointment with our tax professionals online using Appointlet. It is safe, secure and easy to use.

Email Your Current Drivers License

Needed for both taxpayer and/or spouse unless you know we have a current copy. If you had to renew in the tax year, we will need a copy of the new license. This is required by law.

Don’t Forget These

When you arrive for your scheduled meeting, please bring these items with you.

• All Tax Statements For 2023
  When you arrive for your scheduled meeting, bring anything sent to you that says it’s for income tax purposes. This includes W2’s, 1099’s, mortgage statements, investments, interest statements, etc. If in doubt, then please bring it in.

• Social Security Card(s)
  Copies of Social Security Cards for all who are on the tax return unless you know we have a current copy. This is required by law. For privacy purposes, DO NOT email this to us.