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Overhead view of professionals collaborating, representing Wilmoth Financial's team support and services.

Client Center

Our Client Center is designed to make your tax preparation process as smooth and efficient as possible. Whether you're a new client or a returning one, you can access all the resources you need right here. From completing necessary forms to securely uploading your documents, we're here to simplify the steps and guide you every step of the way.

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New Client Form

Getting started with Wilmoth Financial is easy. To begin, please complete our New Client Form. This form helps us gather the essential information we need to provide you with the best possible service.

New Client Form
Illustration of the Current Year Tax Organizer available for download, helping current clients organize and submit their tax documents to Wilmoth Financial.
Current Year Tax Organizer

Please download and complete the Current Year Tax Organizer to ensure we have everything we need to prepare your tax return accurately. This organizer helps you compile all necessary documents and information, making the process smoother and more efficient.

Current Tax Year Organizer
Illustration representing the Secure File Portal, providing a safe and secure way for clients to upload documents for Wilmoth Financial.
Secure File Portal

For your convenience and security, all documents can be uploaded directly through our Secure File Portal. This portal ensures that your personal information remains protected while making it easy for you to share the necessary files with us.

Secure File Portal
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