Client Forms:
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Welcome! If needed, refer to the Welcome Letter/Checklist:
1) Engagement Letter (for both individual and corporate returns). This form must be signed before we can start your return. This lets us know that you want us to prepare your taxes and will compensate us for our services: 2) Tax Questionnaire (for individual returns only). This form has a few general questions that are required to complete your taxes: Vertical Divider
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3) New Client Info Sheet - Individual:
4) New Client Info Sheet - Business: 5) Tax Fee Methodology: |
It’s hard to believe that tax season is upon us once again. We want you to know we truly appreciate your business and that your satisfaction is our #1 priority.
When it’s time for you to get your tax information to us, please also include the forms above. If you need to review our checklist, please click on the “Welcome Letter/Checklist” button above.
We work on a first come, first serve basis. I have staff that will prepare your return and then I will review it. Please be prepared for emails or phone calls from my staff with any additional questions or information we might need from you to complete your return. The sooner we receive this information, the sooner it will come to me for review. While we work continuously during the tax season, we do not have a specific timeline for completion of your return. It is possible that your return will be extended if it gets too close to the deadline. I do understand that this timeframe may not work with everyone’s expectations. Once your return is finished, I will email you and put your return and efile forms on the portal for your review. The portal does have a time limit, but we can always upload your returns at any time upon your request. Hard copies of your return will only be printed upon request. Any original documents will be mailed back to you.
We look forward to working with you in 2024!