Your Local Accountants

Short client intake form to collect preliminary information

Access Intuit secure portal to upload your tax documents and access important files anytime. Call our office to send you a link 

Log in to your client portal to check the progress of your tax return or case. 

Refer to this list to verify that you have gathered all tax documents issued by federal, state, and local tax authorities.

 2025 Tax Organizer — Kindly use this document to assist in compiling the required documentation for your tax filing. 

Kindly review the terms outlined in this letter prior to retaining our firm for tax preparation services. 

 Direct link to IRS.Gov website. Power of Attorney- Tax representation before IRS.

Franchise Tax Board Power of Attorney.  

Important: You will be contacted by the FTB via phone and mail to confirm the authenticity of your authorization. Failure to complete this verification will result in rejection of the form and restricted access to your tax records.

Secured payment link- please feel free to submit your payment here.