1. 2023 Onboarding Packet
Please fill out the questionnaire and provide it with your tax documents.

2. 2022 Onboarding Packet
Please fill out the questionnaire and provide it with your tax documents.

3. 2021 Onboarding Packet
Please fill out the questionnaire and provide it with your tax documents.

4. Due Diligence Questionnaire
This packet concerns documentation requirements for EITC, CTC, AOTC, ODC, and HOH filing status.