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Forms

Electronic Signature

Signing your tax and other documents has never been easier with our easy-to-use electronic signature software.

Tax Organizers

Personalized Tax Organizers are available for our clients in either electronic format or hard copy. These Organizers help make assembling your tax information as easy as possible.

New Client Information Sheet

Our new clients can download and complete our Information Sheet electronically, or we can email or mail the form to you anytime.

New Client Information Sheet
Download Here →

*Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Umpqua Valley Financial, is not affiliated with LPL Financial. LPL does not provide tax preparation services. All tax preparation services are provided by Umpqua Valley Financial and are separate from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Idaho, and Arizona.