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:
View Tax Season Best Practices
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.
Upload Tax and Accounting Documents
Click here to upload documents securely using our secure portal.