ENGAGEMENT LETTERS

YEARLY ENGAGEMENT LETTERS

For your convenience, once an electronic Engagement Letter has been completed, the Engagement Letter will be submitted electronically via DocuSign to our office and you will receive an email confirmation. (PDF versions of Engagement Letters are available upon request.)

  • Year 2024 Individual Tax Return Engagement Letter | DocuSign

  • Year 2024 Consulting Services Engagement Letter | DocuSign

  • Year 2024 Accounting Services & Corporate Filings Engagement Letter | DocuSign

  • Year 2024 Partnership/LLC and S-Corporation Engagement Letter | DocuSign

  • Year 2024 C-Corporation Engagement Letter | DocuSign

  • Year 2024 Sales & Use Tax Examination Engagement Letter | DocuSign

  • Year 2024 Sales Tax Audit Representation Engagement Letter | DocuSign

  • Year 2024 Estate Taxes Engagement Letter | DocuSign

  • Year 2024 Tax Examination Engagement Letter | DocuSign

  • Year 2024 Payment Authorization Form | DocuSign

  • Year 2024 Payment Authorization Invoice Form | DocuSign

  • Beneficial Ownership Information Registration (BOIR) Engagement Letter | DocuSign