Preparing for your visit
Thank you for considering Werner & Co. CPAs for your accounting needs. Please see below for our Appointment Request Form and New Client Checklist. We look forward to seeing you!
New Client Checklist
If this is your first time working with us, please use the checklist below to ensure that you have everything you need before your visit.
Set up an appointment with one of our CPAs
- Use the form below, call, or text our office at 610-770-9236
Fill out and print a copy of our Client Information Form (click to download PDF form)
Bring the following applicable documents with you:
- Client Information Form
- Most recent 2 years of Tax Returns
- Driver’s License
- ID for spouse and / or adult dependents
- Social Security cards for children
