START HERE- INDIVIDUAL
1. Complete Questionnaire:
2. Upload your tax documents to our secure portal
3. Email firstname.lastname@example.org to provide additional information or to schedule an
appointment, if preferred. If you would like prior year data, please request.
START HERE- BUSINESS
1. Provide access to your QuickBooks online (if needed),
or send an Accountant's copy of your QuickBooks desktop file.
*If you send us a copy of your quickbooks, please send us a separate email
with transfer password and login password.
**If you do not use QuickBooks, please provide the following information:
Income & Expenses, Fixed Assets- Additions & Disposals,
Year End Cash & Loan Balances (including Annual interest paid)
2. Email email@example.com to provide additional information or to schedule an
appointment, if preferred. *For a Profit & Loss template, Click Here.
3. Notify us of any address or ownership changes.