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).
new clients instructions 2022 (docx)
DownloadNew Client Information 2022 taxes (docx)
DownloadEngagement letter 2022 (docx)
Download