
To ensure a smooth and efficient consultation, we require all clients to complete this check-in form prior to their tax preparation appointment. This includes reviewing the disclosure, confirming the accuracy of your information, and signing the authorization allowing us to prepare and electronically file your return. Completing this form ahead of time helps us stay organized, protect your information, and focus fully on maximizing your results during your session.
Confirm your personal contact information
Review the tax preparation disclosure
Acknowledge responsibility for submitted information
Authorize electronic filing of your return
Provide your digital signature securely

Licensed Life Insurance Agent in All 50 States • NPN 16261381
Serving clients across Miami, Palm Beach, Dade & Broward, and the greater Palm Beaches area.
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