Tax Client Kickoff Form

Primary Email*

First Name*

Last Name*

Primary Phone*

Once you submit this form, please check your email for your account invitation. You'll receive a link to set your password and gain access to your tax filing portal.

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".