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Request Access

Request access for business services, private client tax advisory, payroll support, or existing client resources.

BAK works with a limited number of clients where our services are a strong fit. Please use this page to request the appropriate type of access or service review.


Select the Access Type That Fits Your Request

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Business Client Access

For business owners interested in accounting, business tax, advisory, payroll coordination, or our Business Private Client relationship.

  • Business tax and advisory requests
  • Business Private Client inquiries
  • Accounting or bookkeeping coordination
  • Payroll support through our affiliated payroll service company
  • Existing business client access requests

Request Business Access

Private Client Tax Advisory

For individuals and families with more complex tax situations who need year-round tax advisory, planning, and annual tax preparation.

  • Complex individual tax returns
  • K-1s, rentals, investments, or multi-state issues
  • Business owner personal tax coordination
  • Estimated tax and planning questions
  • Senior-level tax review and preparation

Request Private Client Tax Advisory


Existing Clients

If you are an existing client and need help accessing forms, submitting information, requesting payroll assistance, or contacting our office, please use the appropriate request option above or contact our office directly.

Please do not send sensitive tax, payroll, or financial information by regular email unless specifically instructed. We will provide a secure method for document collection when needed.


Availability Is Limited

BAK accepts new business and private client tax advisory relationships based on service fit, timing, complexity, and available capacity. Submitting a request does not guarantee acceptance as a client or availability for the current filing season.

For complex tax work, complete information and timely responses are required. Late, incomplete, or high-complexity files may require extension or may not be accepted depending on current capacity.


Welcome to BAK CPAs & Advisors, PSC CPA firm licensed in KY.

We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (800)245-9145. We'll be happy to offer you a free initial consultation. Thanks for visiting!

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