Client Forms

Government Forms
Employee Insurance Coverage Notices
  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.
Miscellaneous Forms

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.

Client Center

(QuickBooks Online)

(Former Client Portal)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange

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