Whether you are a new or returning client, there are some important things we want you to know about.
To better serve you, NFS is asking ALL clients to sign an engagement letter. This document outlines our services to you, provides a written notice our of Privacy Policy and assures that we have the proper authorization to deal with the IRS/STATE DOR on your behalf and permission to electronically sign your name. For quick and easy drop off, click on the link above, print and sign the letter and bring it with you when you come in. Only one letter is needed to be signed for couples filing together! No printer? No worries, all clients will be given this form at drop off if they don’t already have it!
Communication is crucial to a successful relationship and it’s no different with NFS. We want to be there to answer any questions you might have. Tax time is a crazy season, so if you can’t find what you’re looking for here, we highly recommend contacting us. This method is the best way to ensure that we have time to review your questions and get you answers as soon as possible. While we do our best to answer our phone messages as efficiently as possible e-mailing provides a much smoother process to communicate.