Become A Client

We'll help make your transition to S&B seamless
We understand that selecting a new CPA firm is an important decision and want to make the intake process as smooth as possible.

To get started, please download and complete the Client Intake Form and review the documents to provide under What To Bring. Please bring your completed Client Intake Form and all documents available to your first appointment.

There will likely be additional documents requested after our first meeting, but the initial documents provided will help us determine if more information is required. Please read more about becoming a client under Our Process tab.