New Client Onboarding

Welcome to Henderson Gunnerson! We’re excited for the opportunity to work with you! To get started, please complete the following three items. These onboarding steps should only take a few minutes.

Onboarding

Step 1

Complete the New Client Information Form

Fill Out the Form

Please take a moment to complete our new client information form. This ensures we start things off with your current (and preferred) contact information.

Step 2

Pay the One-Time Onboarding Fee

For new individual clients, the onboarding fee is $250.

For individuals who also have business activity, the fee is $300.

Step 3

Upload Your Tax Documents

Upload Documents

Here are the items we’ll need:

Complete PDF copies of your most recently filed federal, state, and (if applicable) local tax returns. We must receive your most recent filings, but would prefer if you could upload the past 2-3 years of filings, if available.

Any IRS or State Notices and other correspondence you’ve received since your previous tax filing(s).

A record of year-to-date estimated payments made.

Next Steps

Once you’ve completed the above steps, we will be in touch with you to execute engagement letters for the upcoming tax year.

After that, we’ll review your uploaded documents and grant you access to our secure portals where you can begin sharing your current year tax documents. It will be great fun!

If you’re unsure where things are in the process, please feel free to reach out to your firm contact, or inquire at info@hendersongunnerson.com.

Thank you again for choosing Henderson Gunnerson. We’re looking forward to serving you this upcoming filing season!