Tax Season

Tax Season Welcome Letter and Best Practices

To read our annual Tax Season Welcome Letter and our Tax Season Best Practices document, please click below:

Tax Season Letter

View Tax Season Best Practices

How To Work With Us Remotely

Engagement Letter

To e-sign your engagement letter for tax preparation services, please select one of the links below. Please note that once you e-sign, you will receive an email to confirm your identity. You will need to confirm your identity for your signature to be fully executed.

Individual Engagement Letter – Sign Document

Business Engagement Letter – Sign Document

Tax Organizer

Upon request, we will send you your very own tax organizer, which is pre-filled with your tax information from the previous year. While it is not required, an organizer can serve as a useful guide when organizing your tax documents. To request an organizer, please contact the office. You can also use the generic tax organizer in the link below.

Generic Tax Organizer

Upload Tax and Accounting Documents

Click here to upload documents securely using our secure portal.

Link to secure portal