New Client Questionniare
Thank you for choosing Harris CPAs! We look forward to working with you! Before we can get started, we will need the following information. Please follow the steps below. If you have any questions along the way, please give us a call at (208) 333-8965.
Step 1: Please click below to read each bill of rights:
Step 2: Please complete the following information:
Send Files Securely (if applicable)
If you have not already provided us with your most recent tax return, financial statement, please do so now using our secure file sharing system, Safesend. No setup is necessary. Simply click the button below, select your CPA's Executive Assistant from the drop down menu (the sender of your welcome email), upload your files, and hit send.
Send Files Now
Once we receive the requested information above, we will complete the setup of your account and send you:
- An engagement letter
- A request for any additional documents or information we may need in order to start processing your return.