Below are the forms you will need to complete in order to begin working with Barbara Vondra on your personal or business taxes. Need a little help getting started? Check out our list of frequently asked questions. For further guidance, send Barb a This email address is being protected from spambots. You need JavaScript enabled to view it. or request a free consultation to go over your needs.
Getting started
Barb appreciates the opportunity to handle your tax needs. Please read and sign this Engagement Letter to confirm that you understand the services Barb will provide for you and the responsibilities you bear as a taxpayer. Barb cannot review or process your return without a signed Engagement Letter on file for you.
Fill out this 4-page form before you meet with Barb. Be sure to answer all questions and provide the required attachments.
Completing this form helps speed processing of your tax return. It covers everything Barb needs to handle your taxes quickly, efficiently and accurately. Please answer all questions to give Barb the “full 360” on your tax situation and preferences. Thanks!
Uploading your files
If you prefer, you may log in directly to your portal below and manage your files from there. If this is your first time attempting to access your portal you'll need to request a password from us first by sending an This email address is being protected from spambots. You need JavaScript enabled to view it.and then you will receive an email with your temporary password.