This year we will be emailing a cloud based questionnaire, which allows you to upload your documents into a secure portal. We have found it easy to use and we hope you do to.
If you would prefer to use the paper questionnaire, you can find the 2019 Client Questionnaire on our website under Resources. Our “Top ten tips for making the year end stuff less painful” can also be found here.
If you would like a set of Records Indices, please contact us or drop in and pick up a set.
If you would like your financial statements completed within a specific timeframe, please let us know.