Charlesworth Financial Services, LLC.
New clients, please fill out the following new client information sheet if you will be having us prepare your 2020 tax return.
Please complete this form and, if applicable for your spouse any dependants. After we receive this form from you, we will send you a link to our secure portal SmartVault. When submitting info through SmartVault or in person, make sure to include all social security number(s), copy of driver's license(s) and bank account and routing number for direct deposit or electronic tax payments.