New Clients

We are always eager to help new clients meet their financial goals. To begin, below you will find New Client Worksheets to complete.

Step One: Print out and complete the worksheet applicable to your tax situation

Step Two: Gather all documentation listed in the form

Step Three: Contact our office to speak with a representative about the onboarding process.

If you have been personally referred to the firm, please make sure to include their name as we like to say “Thank You” by sending a referral gift.

If you have any questions, please contact our administrative team.

New Client Information Worksheet – Individual

New Client Information Worksheet – Businesses and Other Entities