Client Tax Intake 

Thank you for entrusting me to provide you with the professional services listed in my scope work (Tax Preparation). By using the fill-able upload form you are in agreement that I can begin the process of creating your Client Portal (U.S.G/MyTaxOffice). You also acknowledge that you will have access to the Portal to for the duration of my fiduciary obligations to you for current and past year tax filing.

Let Me Get To Know You

If you are starting the process by using this secure webform, please enter in as much detailed information as possible for me to begin filing your Income Tax Return.

Fill out my online form.

Set Your Next
Appointment

With a set Appointment, you can Guarantee that your questions are answered fully and yOu have the undivided attention of your tax  expert to discuss your personal or business matters.