Client Profile Sheet

Please take a moment to fill out the form below

Client/Taxpayer Information
Taxpayer Full Name*
Taxpayer Home Phone
Taxpayer Cell Phone
Taxpayer Business Phone
Taxpayer Email Address
Spouse Information
Spouse Full Name
Spouse Home Phone
Spouse Cell Phone
Spouse Business Phone
Spouse Email Address
General Information
Please select which phone number you would like to list as the primary contact*
Please select which email address you would like to list as the primary contact*
Would you like to have access to the Client Portal?
- Yes
- No
Email Address for Client Portal
Please enter the email address you would like to use for the Client Portal - we will use this to create your username and password.
Would you be interested in utilizing E-Signature?
Please answer whether or not you would be interested in the E-Signature process for signing forms 8879 for e-filing authorization. **If yes, and you are married filing jointly, we must have a separate email for spouse.**
- Yes
- No
Comments and Notes

If you have any questions or need help filling out the above form, please feel free to give us a call at

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