Individual Engagement Letter
(tax year 2018)

Engagement letters were sent via email from “Legal Esign”. If you did not receive one, or are having trouble signing electronically, please print one from the link and include it with your tax paperwork. Engagement letters need to be signed prior to starting your tax return.

Corporation (1120) Engagement Letter (tax year 2018)

Partnership (1065) Engagement Letter (tax year 2018)

S Corporation (1120s) Engagement Letter (tax year 2018)

Blank Tax Organizer

2018 Tax Organizers were sent via email. Please call or email us if you did not receive one.

The tax organizer will assist you in gathering information necessary for the preparation of your personal tax return. Please add, change, or delete information as appropriate.