You're Booked!

Upload any documents securely via Box

These documents are encrypted and only visible to your advisor.

Thank you for scheduling your appointment. We look forward to meeting with you! Here are some next steps:

Initial Intake Form

Please fill out the client intake form to the best of your ability prior to an initial meeting.

Important Forms / Links

Available forms, including sample engagement letter, tax checklist, and privacy policy.

Feel free to contact us prior via email or phone:

info@assuritytaxandaccounting.com

(713) 561-3888