Ready Access to Commonly-Used Forms

Interested in CLH, but want to speak with someone?

 

Complete and return to our office the Prospective Client Information Sheet.

 


Ready to partner with CLH?

 

Print, complete, and return to our office via SafeSend. We want your information kept secure!

 

New Client Intake Form for Individuals

New Client Intake Form for Businesses

 

Are you a fiduciary? Please complete and return to our office the Prospective Client Information Sheet.

 


Other Forms

 

Print, complete, and return to our office via SafeSend.

 

Consent to Disclose Tax Return Information to a 3rd Party

Consent to Disclose Confidential (Non-Tax Return Related) Information to a 3rd Party

Portal Authorization Form