Delivering fast and efficient service to our clients requires us to be proactive and forward thinking in our business processes.
As we continue to develop better solutions for our clients we feel it is important to listen to their needs without compromising the integrity of our services or our client's personal information.
Due to the sensitive nature of the information and the lack of security on the Internet, we discourage the use of the questionnaire to submit your personal information on-line.
However, the forms should be used to provide information for tax preparation. Please print the forms and submit the information by mail or fax to our office.
For your convenience, we provide the Tax Preparation Questionnaire to assist our clients in the collection of the information needed to plan and prepare your taxes.
In the future, as better and secured systems are developed we will then migrate to the interactive forms on the internet.
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