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Payment Authorization

A valid form of payment is required to be on file prior to the start of any project. You may download the form below OR take a picture of a voided check or credit card (both sides). Then, upload your information to our secure portal (shown below). Do not email sensitive financial data unless the email is encrypted. Thank you!

If you are paying for Bookkeeping Services, please include the initial quoted amount discussed. Your first month’s fee will be charged at this time for set-up. If you are paying for Tax Preparation Services, please include a $100 non-refundable deposit that will be applied to your total fee once that is quoted to you. This non-refundable deposit may be charged at either the time of receipt or at the time your return enters the tax queue. Please email us if you have any questions:  [email protected]

Encrypted Client Portal

Please upload your Payment Authorization Form by clicking on the link below. Thank you!

Dates to Remember

Nov 1

Schedule Year End Tax Conversations

Jan 1

Record Vehicle Odometer Reading

Jan 31

File 1099s and W2s

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