Financial, Accounting, Tax and Business Management Services
Download our Personal Income Tax Organizer and Questionnaire and our Personal Income Tax Letter & Guidelines to make sure you have everything you need for your appointment.
Never include your personal information directly in an email. Use an encryption service to securely upload your documentation. Click the button below to use the Tresorit Send service to upload your files and create a secure link with a password. Please use your last name as the password and send the link to firstname.lastname@example.org. Your upload will automatically expire in 7 days.
Here are some additional forms you may need to supply with your other financial information during your tax consultation