Tax Client Kickoff Form 2024

If you’re already a client in the portal, ---> CLICK HERE <--- and select “CLIENT PORTAL” to sign in using your existing username and password.

Primary Email*

First Name*

Last Name*

Primary Phone Number*

Who is your Tax Agent? [Choose One Below]*

You’ll receive an email right away. Be sure to check your spam, promotions, and social folders in case it gets filtered there.