Kick off this year’s tax season with a few easy clicks

Complete our Tax Questionnaire to help spotlight any new tax-related events or life changes, so we can capture every opportunity available to you. By checking our Tax Engagement box, you’re simply giving us the green light to prepare your tax returns for this year. You can relax while we handle the details. When you’re done, use the link below to securely upload your tax documents; just drag, drop, and you’re done!