New Clients - If you want us to do your 2023 taxes, call the office to schedule an initial appointment. We will need everything listed on the New Client instructions prior to January 2024.
Print out and fill out new client sheet and follow New client instructions letter below downloads. You may use the portal by going to :
https://login.atomanager.com/ATOM_WTL/ProspectMessage.aspx and requesting portal access or calling the office and requesting portal access. They will ask you a some basic questions.
Our new email is Walrathtax@parse.atomanager.com (no
attachments are allowed for this email).