New clients: First, email us.

Send us an This e-mail address is being protected from spambots. You need JavaScript enabled to view it with a little bit of background on your situation. If we are able to take you on as a client, we will write you back letting you know that, and telling you to go ahead and set up an account. Note that we will not authorize your account unless we have received an introductory email from you first.

When instructed, create an account.

New clients will need to create an account on this website. Doing so will give you access to the blank questionnaire forms and to your "Portfolio." The Portfolio is a secure page where you can upload documents for us and where we will post completed tax forms for you to download. You can view, replace, or delete files that are posted there. Following are instructions for how to create your secure account and access the blank questionnaire forms...

1. Click "Create an account" in the box on the left-hand side of this page. This will take you to a registration page.
   1. Enter your first and last names in the spaces provided. Couples, please just set up one account. You can either choose just one name to enter, or enter both names in the First Name box.
   2. Choose a User Name. You will use this to log in each time you wish to enter the site. This can be whatever you like.
   3. Enter your preferred email address.
   4. Choose and enter a password. This is case-sensitive and must have more than 6 characters.
   5. Re-enter your password for verification.
   6. Click the "Send Registration" button.
2. Shortly thereafter, you will receive an email asking you to confirm that you want to create an account. Make the confirmation by clicking the link in the email. The purpose of this is to ensure that the site links to a working email address for you.
3. Once you have verified your email address, we will activate your account so that you are able to log in to the secure area. Since this gets done manually, there may be a day or so delay before you are set. You will receive an email informing you when the account has been activated.

All clients: Submit paperwork

1. Once your account is set up, you can get started on submitting paperwork. When you log in, you will be taken to the Portfolio area. There are instructions there on how to proceed. There is also a Reminder box where we will post tips and clarifications as questions arise. Click the Questionnaires link in the top menu bar to go to the page where you can download the current (or earlier) questionnaires.
   
   
2. Paperwork needed: In addition to your questionnaire, we will need to see your W-2 or foreign income statement(s), any 1099's, 1098's, or K-1 forms, and your most recent tax return. Depending on your situation, you may have other important documents to submit as well. There is a checklist at the end of the questionnaire which will help you make sure you have gathered up all the necessary documentation.
   
3. Submission process: The best way to submit your paperwork is by uploading it to your Portfolio. If that isn't feasible, you can instead fax it to us at +1-603-584-9343. When you have submitted your questionnaire and all documentation, please click the "Ready for Processing!" button on the Portfolio page, or simply email us, so that we know you are ready for us to review your file.