New Client

Welcome to Our New Client Portal

Please fill out the form below and we can get started right away!

New client individual TAX PREPARATION
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New Client business TAX PREPARATION
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If you have any questions about our services or processes, please call us before filling out this form at (630) 778-0200.

Once submitted our team will set you up in our system and email you access to SmartVault, our online portal. We will also email you a new client engagement letter and tax organizer. Our team will then reach out to you to collect any additional information we need.

NEW INDIVIDUAL CLIENT FORM

Checkboxes
Taxpayer's Name
If Joint Return, Spouse's Name
City
City                           State             Zip Code

NEW BUSINESS CLIENT FORM

Primary Contact
City
City                           State             Zip Code
Ready to Get Started?

Contact us today for personalized tax solutions and expert business advice. Let’s work together to secure your financial future!

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