Our Knowledge, Your Peace Of Mind

Resources


Helpful Links


Internal Revenue Service
Download forms and instructions along with other information directly from the IRS.

Social Security Administration
Official website of the Social Security Administration

Texas Secretary of State
Texas Secretary of State

Texas Comptroller of Public Accounts
Official Site of the Texas Comptroller

U.S. Securities and Exchange Commission
Official Site of the U.s. Securities and Exchange Commission

Forms


Many of our standard forms are available for you to download and complete prior to meeting with us.


Initial Meeting


Documents needed prior to our initial meeting.
New Client Questionnaire

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