Become A Client

Becoming a client of Bonnet Hamilton CPAs is easy!

Depending on the time of year you're partnering with us, please bring the following information to your first appointment:

January through March

  • Driver’s License
  • Current Tax Documentation for the Prior Year (i.e., if you’re coming in February 2023, please bring your 2022 documentation)
  • Completed Tax Prep Form(s) (PDF)
  • Prior 3 Year Returns with Supporting Documentation (we’ll work on your review beginning in June)

Check out the Tax-Prep CheckList here.

​April through December

  • Driver’s License
  • Prior 3 Years Returns with Supporting Documentation
  • If you still need your prior year returns finished and come after March 31st, you will be put on extension.

Check out the Tax-Prep CheckList here.

Become our New Client!

Get a FREE Three Year Review

At Bonnet Hamilton CPAs, we strive to provide our clients with the best possible outcome. In order to do that, we review your prior three years of returns to ensure proper preparation FREE OF CHARGE! When additional refunds are due, we will happily amend your returns as long as the additional refunds will cover the cost to amend.
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