choose the document below you would like to sign electronically
Tax engagement letters
- 2019 Personal Tax Return Engagement Letter - Engagement letter for preparing and filing personal tax returns.
- 2019 Form 1065 (LLC Partnership) Tax Return Engagement Letter - Engagement letter for preparing and filing partnership tax returns.
- 2019 Form 1120S (S Corporation) Tax Return Engagement Letter - Engagement letter for preparing and filing S Corporation 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.
New client questionnaires
- LLC Partnership Questionnaire - Tax organizer for entities filing a Form 1065 partnership tax return.
- S Corporation Questionnaire - Tax organizer for entities filing a Form 1120S S Corporation tax return.
Other business files
