Forms & Downloads

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.
2019 Tax Preparation Engagement Letter

Tax Questionnaire

We ask all tax clients to fill out and sign this checklist.
2019 Tax Checklist C&C EAs

Tax Organizers

Download a 2018 personal tax organizer.

Download a 2018 rental property tax organizer.

Download a 2018 sole-proprietor business tax organizer.

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.