If you are a Corporate or Partnership client, please download the appropriate Engagement Letter for your business and bring a completed copy to your first appointment. 1065 Engagement Letter Download 1120 Engagement Letter Download 1120S Engagement Letter Download If you are an individual client, please download the documents below. Please complete the Engagement Letter and bring to your first appointment. (*required) Individual Engagement Letter* Download 2023 Organizer Download Tax Checklist Download