Documents

 

New Client Forms
Each of the following documents are in Acrobat PDF format.

  1. New Client Information List (PDF) - The New Client Information list if you are either an individual or a corporation. Use this list to gather all the necessary information and documentation we'll need to open your new file.

  2. New Client Information Form (PDF) - The New Client Information form if you are an individual.

  3. New Corporation Information Form (PDF) - The New Corporation Information form if you are a corporation.

  4. Tax Organizer (PDF)

Bring all the gathered documentation from the New Client Information list and either the completed New Client Information form or New Client Information form with you to your first appointment.

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