New Client Intake Forms

New Client – Individual

If you are a new client (individual), please fill out the form to provide us more info about yourself.

    You will need to provide a copy of your prior year tax return. Please Click Here and upload the copy of your tax return, or mail a copy to: 78 Blanchard Road, Suite 306 Burlington, MA 01803.

    New Client – Entity

    If you are a new client (entity), please fill out the form to provide us more info about the entity.

      You will need to provide a copy of your prior year tax return. Please Click Here and upload the copy of your tax return, or mail a copy to: 78 Blanchard Road, Suite 306 Burlington, MA 01803.