2024 Client Intake
Thank you for taking the time to complete your 2023 Tax Client Questionnaire. For new clients and existing clients, this information is critical to ensure our records are correct and up to date, so that we accurately file your tax return.
Here, you will begin your virtual tax preparation submission. You will submit the necessary Tax information and documents and a Tax Professional will prepare your file.
Virtual Preparation time is 72 business hours (or less) from the submission date, given that we have all the documents to complete this file.