Getting Started

Before you get started with our document process, we please ask that you review our disclaimers page using the link below:

Click Here For Our Disclaimers

You have 2 options for getting started.  You can submit your information online using our 3 web-based forms or you can print, complete and submit the 3 individual PDF documents.

Step #1 – Engagement Letter

First we will need you to complete and submit our engagement letter document.  You can click on the button below for the online version of the form or you can click the PDF link to download and print the document.

or you can click here for the PDF version of this form:
Engagement Letter (PDF)

Step #2 – Client Use Agreement

Next we will need you to complete and submit Client Use Agreement.  You can click on the button below for the online version of the form or you can click the PDF link to download and print the document.

or you can click here for the PDF version of this form:
Client Use Agreement (PDF)

Step #3 – Client Organizer Form

The final step is to complete and submit our Client Organizer Form.  You can click on the button below for the online version of the form or you can click the PDF link to download and print the document.

or you can click here for the PDF version of this form:
Client Organizer Form (PDF)

Upload Your Documents

If you preferred to print and submit the 3 documents on the left, please scan those 3 documents and use the form below to upload:
[iphorm id=”1″ name=”Client Upload”]

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