Form Links and Explanations
Client Forms
These forms are updated annually so they are current and updated to the IRS rules and regulations.
Please use the interactive forms to sign your engagement letter and complete your questionnaire. Within each questionnaire, there is information on how to complete as well as tips on submitting your documents.
Engagement Letters
Engagement letters must be signed prior to start to tax preparation. If we prepare your individual income tax return as well as business, you will need to sign a letter for each. Upon completion a copy will be emailed to you as well.