2023 Tax Year Links

Downloadable PDF for Returning Clients

This questionnaire is for anyone that chooses not to do the online questionnaire from our 2023 tax season email. It helps our tax preparers get a lot of basic info for the tax season from every client that does it.

This is the version that can go with any physical documents you are mailing/delivering to us.

If you already filled out our online questionnaire you DO NOT have to print or fill out the downloadable questionnaire.

If you are a client and have not received our email containing the questionnaire, please contact us to receive the email.  (781) 356-2500

Scanning and Uploading

Instructions for Scan-to-PDF using a Mobile Device

Instructions for Uploading Documents to Clio Using a Mobile Device

Downloadable Forms for Tax Documents/Information to Provide:

Looking to be a new client? Contact us for more info!

 (781) 356-2500