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Client Forms

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Adobe Document Cloud (Adobe DC) (our document signing software) to confirm your email address—make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of the executed form. Please keep a copy of the document for your records.

Government Forms

Employee Insurance Coverage Notices

  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.

Certified QuickBooks Expertise

We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.

     

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