We are taking New clients on a case by case bases.
Please call the office.
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.
(You can find this below, it is in 2 formats for your convenience )
5. This year's tax documents
Please mail, fax, drop off, or upload to our client portal.
WE CAN SET UP AN APPOINTMENT AFTER WE RECEIVE YOUR INFORMATION.
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