Important Resources

New Client Resources

Practice Survey:  This survey provides our onboarding staff with the information needed to transfer or create your practice financial records with our firm.  You will be able to save your progress and return to the form if completed in more than one setting.  

Personal Entity Survey:  If you have a Personal Professional Corporation to receive either contact associate or partnership income, this survey provides our onboarding staff with the information needed to set up this entity.

Real Estate Holding Company Survey:  If you hold commerical property in an LLC, this survey provides our onboarding staff with the information needed to set up this entity.

Internal Control Survey:  This survey provides our staff with important information about your office procedures which impact your internal controls.  We ask that all new clients complete this survey so that we may make recommendations to reduce your risk of embezzlement  Once you complete the online survey, a copy will be sent directly to our staff and to you.


Useful Items

Employee Payroll Forms:  W-4  I-9  Direct Deposit Form


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