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NEW CLIENT PORTAL

Welcome to Conrado & Company!

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If you're interested in becoming a new client, please complete a brief questionnaire. This will help us understand your tax filing needs and provide you with an accurate quote for our preparation services. Also please give us 2-3 business days to get back to you and schedule an appointment.

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Thank you for your interest in our company and we look forward to hearing from you. 

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What type of return(s) do you file? (check all that apply) Required
Tell us more about your taxes (check all that apply) Required

! IMPORTANT !

If you selected any of the options above except None of the above, we will need to review your previous year's tax return to provide an accurate starting price quote and match you with the most suitable tax preparer for your needs.

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We kindly request that you either upload a copy of your prior year’s tax return via our secure upload portal (You can blank out any sensitive data if you prefer) or visit our office with a physical copy after submitting our questionnaire. This will allow us to assess your tax situation thoroughly and ensure the best possible service.

Thanks for submitting!

Securely upload your tax return HERE.
 

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