Client Support

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.

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 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.

TaxCaddy makes it easier than ever to gather your 1040 tax documents and share them with Cover & Rossiter. No more office visits. No more paper organizers.