Client Resources
We strive to fulfill your needs.
Whatever your individual needs may be, we pay close attention to what you have to say. We strive to fulfill your accounting needs in a way that exceeds your expectations.
Please click on the dropdowns below to view and fill out forms to request resources or submit updated information.
Portals are an excellent way to exchange files securely and reduce the amount of paper used. We can set up a secure portal for you for which you create your own password and then can upload files securely, as well as download files we share with you.
Our team will set up a portal for you within 1-2 business days or will contact you if they have any questions. Look for your ShareFile Welcome Email with a link to activate your account within 1-2 business days of submitting your request.
We will provide organizers (at no charge) to any of our clients desiring one. Tax organizers are available for Individual clients and Estates and Trusts.
The tax organizer is designed with spaces for you to “fill in the blanks” with your tax info. Using your tax organizer is an easy way to reduce confusion associated with gathering information for your returns.
Please let us know if any of your information has changed in the past 12 months.
If your postal mailing address has changed, it will be necessary to file IRS Form 8822 – Change of Address, which we will prepare for your signature and mailing.
Our admin team will be notified of your request and will begin processing it as soon as possible.
Request Resources and Update Information
We are happy to provide various resources to our clients to help with tax and accounting needs.
Contact our admin team at A-Team@hawthorne-cpa.com or call our office at 206-243-2336 to request the following resources.
2025 Tax Organizer
Stay organized and reduce any confusion associated with gathering information for your tax return preparation.
Secure Client Portal
Secure client portals are an excellent way to exchange files securely and reduce the amount of paper used.
Additional Resources
Update Contact Information
Let us know if information such as your phone number, email address, or mailing address has changed.
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Check below for links to federal and state government offices and various organizations.