Returning Clients
Working with us again this year? Tell us who you are, and we’ll take it from there.
For current and returning clients. Complete these steps in order:
Sign → Pay → Schedule → Documents
New to SVP Tax Advisory? Please request an introductory call instead.
1. Sign
We will send your annual engagement letter by email for electronic signature. Please sign it there, not on this website. Signing alone does not start work.
2. Pay
We will send payment instructions with or right after your engagement letter. Work begins once you have signed and paid.
Your fee is flat and confirmed in your engagement letter. No charge for additional schedules or state returns.
3. Schedule
Once you have signed and paid, we will email you a link to book your kickoff meeting or return review.
Please do not use the Request Introductory Call form to book a return review. That form is for new clients.
4. Documents
Share documents only through the secure method we provide, never by email or on this website. We will send instructions after you sign and pay.
Sensitive information
Please do not submit Social Security numbers, tax returns, W-2s, 1099s, K-1s, bank details, IDs, or other tax documents on this website. Wait for our secure document-sharing instructions.
New here? See how new clients start →
Get Started for This Year
Tell us who you are. We'll confirm your details and reach out to start this year's work.