If you want to establish as a client for the 2024 Tax Season please call us we can schedule a planning appointment.
First time Clients:
1. Need the last 3 years if possible (last years’ definitely)
2. Copy of Drivers’ license
3. Copy of dependents social security cards
4. New Client sheet filled out.
5. Engagement letter signed.
6. This year’s documents.
Please mail, drop off or upload to our client portal
If you want an appointment, we can make one once we have all of the information above.
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 – Access Code is the 10 digit phone number you provided us with, then click get password.