Client and engagement tools
Use the right secure path for the next step.
Review onboarding, begin the applicable engagement intake, or send documents requested by the Mehdiani team.
Choose your next step
Three routes, each with a different purpose.
If you are unsure which route applies, use the consultation form or reply through the communication channel the team already provided.
Understand onboarding
See how consultation, scope, engagement, intake, and secure document collection fit together.
Review onboarding →Use your invitation link
When your scope is confirmed, your Mehdiani contact will send the exact engagement link to complete. Use that link so your information is routed to the correct agreement.
Sent directly by our teamUpload requested files
Use the protected upload workflow only for documents requested by the team.
Secure Upload →Is this the consultation form?
No. New inquiries should use the consultation form. The Client Center supports onboarding, engagement, and requested-document steps.
Does submitting engagement intake mean I hired the firm?
No. Intake information helps the team route and prepare the applicable scope. An engagement exists only after the required agreement and acceptance steps are completed.
Can I upload a tax notice or return here?
Use Secure Upload only after the team requests documents or gives instructions. Do not place sensitive information in a general message or consultation form.
What if I do not know which engagement applies?
Choose the closest option in Client Engagements and describe the need, or use the consultation form if this is a new inquiry.
Does Mehdiani process payroll?
No. The firm may request payroll-provider reports for tax, accounting, bookkeeping, reasonable-compensation, frequency, or provider-selection work. The selected provider processes payroll.
New inquiry
Not yet a client or engagement?
Start with a brief consultation request. Do not attach sensitive records.