Tax Client On-boarding

Thank you for allowing us at arisCPA™ to serve you.  We have been serving clients like you for over 15 years and we have a unique process that’s easy and painless.

Click on the graphic for the Onboarding package 

Onboarding package

For those client’s that like a more descriptive explanation.   You will find above and below a link to our Client On-boarding Package which includes (i) Client questionnaire (ii) our engagement letter (ie Terms and Conditions), (iii) Consent to Use of Tax Return Information, and (iv) Consent to Disclosure of Tax Return.  Items (iii) and (iv) are necessary if you want either (i) an Easy Advance or (ii) to have our fees deducted from your refund via the Refund Transfer service.

 

As an added convenience, these forms can be electronically signed so you wont have to download, print, sign, scan and email back to us.  Once you sign, we will both be provided copies of the signed document.

Also, be on the look-out for another email which will be your invitation to register on our secure client portal, Client Xchange which you will use to upload your tax documents (i.e. Form 1099s, W-2s, etc.).  You can upload them using a scanner or using your mobile phone.   If you have already registered for Client Xchange,  please click the link to take you there.

Give us a call at +1.813.369.0479 or by email at appt@arisCPA.com if you have any questions.  We look forward to serving you.