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. We cannot start work on your tax return until we have received this signed letter.
2020 Tax Preparation Engagement Letter
We ask all tax clients to fill out and sign this checklist. We cannot start work on your tax return until we have received this signed checklist.
2020 Tax Checklist C&C EAs
Letter to clients – January 2021
New tax season letter to our clients
January 2021 letter to clients
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.