Thank you for trusting CMR Associates with your accounting and tax needs. Please follow these steps to get started.
Onboarding Steps
Step 1: Please complete this New Client Form and the associated web forms.
Step 2: Upload all relevant documents (see new client form for list) and upload any other documents you think might be helpful.
Step 3: Book a call to discuss any other items or onboarding questions.
Step 4: Relax, we got you covered.
Client Links and Resources
Please upload your supporting documents here.
You can review our standard engagement letters here and you can sign our auto-draft form here.
Thank you for trusting us with your accounting!
-CMR Associates