The below information is required for us to create a TaxFolder Client Portal Service Engagement Account to begin your tax service engagement process with K Liu Accounting Services Inc. Your designated TaxFolder Client Portal is utilized throughout your entire tax service engagement process for important, private, secure and confidential information sharing between the client and our team.
Upon submitting your request, an EMAIL NOTIFICATION WILL BE SENT TO YOU WITHIN THE NEXT BUSINESS DAY to access your designated TAXFOLDER account to start securely uploading your tax documents through the TAXFOLDER Documents Portal.
For your convenience, our team's up-to-date availabilities can be viewed on our Online Appointment Scheduler, if you would also prefer to schedule an initial call with one of our Accounting & Tax Specialists prior to your Service Engagement to discuss your tax document requirements and/or any questions or concerns you may have, please SCHEDULE A CALL.
***For privacy and confidentiality purposes, we require family members to submit separate requests per each taxpayer to be able to create separate TAXFOLDER accounts***
***By proceeding with our services, you confirm you have read, understood, and agree to comply to the terms and conditions of K Liu Accounting Services Inc. as outlined at www.kliuaccounting.com/policies. This includes, but is not limited to, the Terms of Use, Communication Policy, Privacy Policy, and Document Management & Retention Policy.***