New Client Onboarding
Client Intake
Choose the option that works best for you. Both paths are secure and will connect your information directly with our office.
Complete the Intake Form Online
Our secure, fillable tax organizer is the fastest way to get started. Enter your personal details, income, deductions, and business information at your own pace.
- Save time with pre-organized sections
- Submit securely to S&S CPA INC
- Receive a follow-up with a private document folder
Print or Download the Intake Letter
Prefer a traditional letter? View or print our professional client intake letter, then gather the listed documents and return them to our office.
- Professional letterhead format
- Complete list of required documents
- Use as a checklist or share with your spouse
Your information is protected
All intake submissions are stored securely and kept strictly confidential. For sensitive documents such as W-2s, 1099s, and IDs, we will provide a private, encrypted folder after your initial submission.