Tax Preparation Engagement Letter
We ask all tax clients to carefully read and sign this engagement letter once we have both agreed to prepare your tax return.
2018 Tax Preparation Engagement Letter
We ask all tax clients to fill out and sign this checklist.
2018 Tax Checklist C&C EAs
Additional Potentially Useful Documents
Taxpayer Consent to Disclosure of Tax Return.
Complete and sign this form to give us permission to share your tax return with someone else. Please use this form only if we direct you here first. This is a fillable PDF document.