Welcome

  First time Clients:

1. Need the last 3 years if possible (last years’ definitely)

2. Copy of Drivers’ license (front and back)

3. Copy of dependents social security cards 

4. New Client sheet filled out and signed.

5. This year's tax documents

Please mail, fax, drop off, upload to our client portal or bring to your establishment appointment. 

 Our/Your tax portal allows you to review/ change your address and phone numbers, upload and view you information.   Portal address is https://login.atomanager.com/ATOM_WTL/WebInfo.aspx.

 To Log in – call the office if you don't know your access code