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 the Engagement Letter and bring to your first appointment.

(*required)

Individual Engagement Letter*

2023 Organizer

Tax Checklist