Client Forms/Information
Whether you are a new client needing to provide your basic information or an existing client needing to advise us of changes to your contact information, you will find the appropriate forms to download and complete.
C&R’s Insights Newsletter
We send out a quarterly newsletter containing informative articles on tax and financial news, general business news, financial planning, what’s new in technology, and more. To sign up, use the form at the bottom of this page.
Secure File Sharing
Cover & Rossiter is committed to keeping your information safe and secure. We use ShareFile when sending sensitive information via email. We strongly encourage our clients to use ShareFile to send us information.
SafeSend Returns
SafeSend is an electronic delivery system that allows you to download your tax return, digitally sign the e-file form(s), and return it quickly and securely to Cover & Rossiter, directly from the SafeSend platform.