Thank You for Your Order!

Thank you for signing up for a consultation with Diane Kennedy, CPA. I look forward to talking to you soon about your own personal tax situation. Meanwhile, there are some things I need to know about you.

We have prepared a document with some questions and lists of suggested items for you to send me to help me learn about your situation. Please print it out and fill out all that is applicable.

To download the document, click here:

You’ll also receive an email within the next two days that has your sign-in information for “Sharefile”. Sharefile is our secure file transfer site You have a page established on the site that can be accessed only by you and by us. You can use that to transfer the forms to us, or you can fax them to us at 866-818-9866.

Once we have all of your information, we’ll contact you to set up an appointment.

If you have any questions about the process, please give Richard a call at 866.829.2368.

Thank you!

Let’s talk soon.


Diane Kennedy

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