choose the document below you would like to sign electronically
Step 1 - Tax engagement letters
- 2020 Personal Tax Return Engagement Letter - Engagement letter for preparing and filing personal tax returns.
- 2020 Form 1065 (LLC Partnership) Tax Return Engagement Letter - Engagement letter for preparing and filing partnership tax returns.
- 2020 Form 1120S (S Corporation) Tax Return Engagement Letter - Engagement letter for preparing and filing S Corporation tax returns.
- 2020 Form 1120 (C Corporation) Tax Return Engagement Letter - Engagement letter for preparing and filing C Corporation tax returns.
- 2020 Form 990 (Exempt Organizations) Tax Return Engagement Letter - Engagement letter for preparing and filing exempt organization tax returns.
- 2020 Form 709 (Gift Tax) Tax Return Engagement Letter - Engagement letter for preparing and filing gift tax returns.
- Terms & Conditions Addendum - This addendum to the engagement letter describes our standard terms and conditions (“Terms and Conditions”) related to our provision of services to you.
TAX ORGANIZERS
- 2020 Personal Tax Organizer - Tax organizer for individuals filing a Form 1040 individual income tax return.
- LLC Partnership Tax Organizer - Tax organizer for entities filing a Form 1065 partnership tax return.
- S Corporation Tax Organizer - Tax organizer for entities filing a Form 1120S S Corporation tax return.
- 2020 Schedule C
- Rental Property Organizer - Tax organizer for rental property owners filing a Schedule E.
Other e-signature documents
- Certification of documentation provided
- Bookkeeping Acceptance & Acknowledgement
