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Client Portals

New Client Acceptance Request

In connection with our potential engagement to be appointed as the registered independent accounting firm of your company, we request the following form be completed in order for us to complete our client acceptance procedures. test test test test

Additional Resources

  • Use the W-4 form to determine an employee’s Federal income tax withholding.
  • All employees must complete the I-9 form at the time of hire for the Immigration and Naturalization Service.
  • Both forms require PDF Reader – download it here.
  • Microsoft MoneyCentral | the best source for all your personal finance needs. Get quotes, stock research, portfolio tracking, news, and online bill payment. Keep informed and on track with a broad range of personal finance topics
  • CBS Marketwatch | provides links to stock quotes, IRA information, financial news, mutual funds, stock recommendations, investment message boards and much more.
  • Travelex | The largest airport foreign exchange, foreign currency, currency exchange, Bureau de change and foreign money provider. Also provides competitive exchange rates and online currency converters.
  • The Internal Revenue Service | Downloadable tax forms and publications as well as a lot of great tax advice.
  • Social Security Administration | Learn how the Social Security Administration can help with your retirement, medicare, disability, survivorship and other benefit questions.
  • U.S. Small Business Administration | You don’t need an MBA to use the SBA. This site outlines everything in plain English. The SBA site contains a wealth of information for entrepreneurs and small business owners.
  • U.S. Department Commerce | A thorough overview of the Commerce Department and the organizations under its banner
  • Federal Consumer Information Center | Not only a catalog of free and low-cost federal publications of consumer interest, but also a wealth of information on other subjects such as product recalls, the latest scams and frauds, and more.

Don’t Be A Stranger…

Just write down some details and our customer success heroes will get back to you in a jiffy!

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