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

1120 Engagement Letter

1120S Engagement Letter

If you are an individual client, please download the documents below. Please complete both the Engagement Letter and the Consent form and bring to your first appointment.


Individual Engagement Letter*

Consent Form*

2019 Organizer

Tax Checklist