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. (this can be done at your 1st appointment)
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