Please fill out the form below to receive an update on your case

  • Please enter the address associated with your account.

  • Please enter the name of your primary case manager.
  • Disclaimer: Although you should receive a reply much sooner, please allow up to four (4) business hours for a response. Normal business hours are Monday – Friday 8:00am – 5:00pm PT. Excellent client service is our #1 priority. If you have a suggestion on how we can improve, please contact our Client Services department directly at or call 888-540-5931.

Please complete the tax organizer for each tax year

Once you have finished filling out the form, please press submit at the top of the form and type in your information.