Your Year-Round Financial Partner
Built by entrepreneurs, for entrepreneurs. We understand the hustle because we live it too.
Finally, a tax firm that gets modern business. We combine the accessibility of modern technology with the expertise of seasoned CPAs. A partner that grows with your business, not just shows up once a year.
Some of the links on this page lead to basic HTML forms designed to help you organize and complete required information. Please read the following carefully:
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Purpose: The forms are provided solely for your convenience—to give you a clear, structured view of the fields you need to complete.
Next Steps: After filling out the form, please print it or save it as a PDF, then attach the completed document to your email response.
Important: These tools are for formatting and clarity only. They are not part of an online submission system.
If you have any questions while completing a form, feel free to reach out for assistance.
For first-time clients. Complete this comprehensive form to provide all necessary information for your initial tax preparation.
Get Started →For existing clients. Update your information and provide any changes for the current tax year.
Continue →For S-Corporation and C-Corporation clients. Complete this form to provide corporate tax information.
Get Started →Review our 2025 Tax Engagement Agreement
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