Tax Organizer and Signature Forms
ELECTRONIC SIGNATURE FORMS - Preferred Method
Please find below our 2020 Individual & Business Tax Questionnaire. You may click the link and begin filing out all information requested and sign. We will receive notification once you complete the form and you will also be given the opportunity to download your completed form or recieve by email. Once you complete this form and submit your tax documents to our office, we will reach out for either a review meeting (if requested), or questions reqarding your account. Thank you in advance and please don't hesitiate to call or email with any questions.
THE BELOW E-SIGN LINKS ARE NOW AVAILABLE FOR USE.
Please find various electronic signature forms:
E-Sign - Bank Authorization Form
DOWNLOAD PDF FORMS
Below, please find downloadable pdfs if you choose to fill out manually and supply to our office.