As we mandated by the Code of Professional Regulations, your onboarding starts with the completion and signing of an engagment letter. We can not work with you until the engagement letter is signed and exchanged.
DATE & EXCHANGEMENT OF INFORMATION:
The preferred method of exchange is via our client portal. Both you and our office are notified via email and text alert message each time one of us completes or adds something via the client portal.
COMPLETION AND E-FILING:
Signed forms must be completed and returned to us by:
- E-Signature in our client portal
- In-Person at our office location
- Payment must be authorized and provided by ACH Debit or Credit Card