Engagement Letter

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide.  In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to sign and return the Engagement Letter.


Tax Organizer

The Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your income tax return.  The most important section in the organizer is the Questionnaire.  The Questionnaire helps us determine if we are missing data.  All tax clients are required to complete the Questionnaire.  Please complete the organizer sections as appropriate and provide supporting documentation where necessary.