New Clients

Follow the steps below

1. Phone Consultation

Meet Nichole over the phone to discuss your unique situation. Click above to schedule now.

2. Basic Information

Fill out this form to streamline the process! Click above to fill out the new client form.

3. Collect Obligations 

Use this list to gather all the necessary items for Nichole to file your return. Click above to download the list. 

4. Totals Calculation

1099's, small business, self-employed, rentals? This will be your saving grace! Get ready to maximize your deductions. Click above the download the worksheet.