New Client Paperwork

Welcome! To help us prepare for your appointment and ensure an efficient onboarding process, please follow the steps below:

• Complete the Intake Form
  All new clients must fill out our Intake Form prior to their appointment. If you need help or are unsure what information to provide (including what to bring when completing a blank client organizer), please reach out and we’ll be happy to assist.

• Bring Your Prior Year’s Tax Return
  Please bring a copy of your most recent tax return to your appointment. This helps us better understand your tax history and ensures accurate preparation.

• Schedule an Appointment
  Contact our office to book your appointment at your earliest convenience.

• Submit Your Documents
  Please send all tax documents and related paperwork to:
  Mail@statesborocpa.com