Items & Information Needed if you are a New or Existing Client:
Individual Tax Client: Print, fill out and bring or send this document before or at your appointment.
Individual Client Setup & Questionairre [PDF]
Business Client: Print, fill out and bring or send this document before or at your appointment.
Business Client Setup & Questionairre [PDF]
Other Items & Questions to Consider:
Why are you interested in becoming a client?
Do you need Tax Services?
Do you need Payroll Services?
Do you need a Consultation or Tax Planning Advice or Services?
Do you need assistance with any IRS letters or other notices you have received.
Are you interested in a cloud based connection to collaborate with us to handle your affairs and/or business?
Do you know what Accounting CS Client Access is and that we offer this service?
(please click on the booklets you see to the left for more information and/or click on the docs below)
Accounting CS Client Fact Sheet [PDF]
Payroll Processing Services Brochure [PDF]
Please call or email us with the above items and we would be happy to schedule you an appointment with Tracy Belcher CPA or the Business Development Team to take you through our New Client Set Up Process.
(575) 762-3897 main office email@example.com