Forms

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The following are online forms which can be filled out and signed electronically.  You may sign them with your mouse, on your iPad or by typing your name.  The forms will then be automatically routed for processing saving you time and effort. You will have to confirm signature through a link sent to your email address.
NEW CLIENT INFORMATION GATHERING FORM
INVESTOR PROFILE FORM
TAX PREPARER AUTHORIZATION FORM
CHANGE OF ADDRESS FORM