New Client Form In an effort to streamline our processes, we have created this simply form for new clients to complete or current clients to use to update their contact information. Client Contact Information Date Date Format: MM slash DD slash YYYY Name(s)* Primary Phone No.*Choose OneCellHomeWorkPrimary Phone No.*Secondary Phone No.Choose OneCellHomeWorkSecondary Phone No.Primary Email Address*Choose OneTaxpayerSpousePrimary Email Address* Secondary Email AddressChoose OneTaxpayerSpouseSecondary Email Address Best way to contact you for questions regarding your tax information and to notify you when your return is complete?PhoneEmailHas your address changed this year?YesNoIf yes, please note on your organizerHow would you like to receive your completed 2020 Income Tax Returns?US MailCall for Pick UpFed Ex (additional charges apply)**Portal (will use primary email unless otherwise specified)Would you also like to receive a hard copy?YesNo**First time portal use requires valid email address and additional set-up. Please email email@example.com to begin the set-up process.WE STRONGLY DISCOURAGE THE TRANSMISSION OF SENSITIVE INFORMATION THRU EMAIL. WE ARE HAPPY TO HELP YOU WITH THE SECURE TRANSFER OF YOUR DOCUMENTS.