New - with a "consent to electronic communication" form on file (Which you must sign with a pen), all future signatures can be collected via Adobe sign via your designated email address. The form must be signed the old fashioned way, but we can accept faxed or scanned copies of it uploaded via our secure portal.

Please send me an email or contact form to receive specialty checklists...

New! Fillable organizer based upon last year's return (for prior clients). Send me an email to have one uploaded for your use. It will be delivered via our secure portal.

2022 Universal Tax Checklist