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Tax Needs Assessment

Tax Needs Assessment Form

Here’s How this Works…

Start by completing the Tax Needs Assessment form on this page. We will use this information to learn more about your company and to establish the basic profile for your account.

We will review your responses quickly and email you an estimate of what your fees will look like. From there, you can have us prepare a Service Agreement for your review and approval, or you can schedule a call with us first.

After signing the agreement, you will be sent a Tax Onboarding Guide that includes a short list of the information we will need from you to quickly onboard your account.

Our goal is to make this transition as simple as possible, so we welcome your feedback throughout the process.

We look forward to helping you with your tax needs!