Here are some documents that you should review and bring to your tax return appointment.

Engagement Letter – For Personal Returns (Required)

Contract for personal returns (required)

Engagement Letter – For Business (Required)

Contract for business entity returns such as corporations and partnerships (required)

Questionnaire to help you provide us the information we need for personal returns. Please note, if you want a digitally fillable version, contact the office.

Download PDF

Corporate Transparency Act – If you have an LLC for any reason, this applies to you!

Download PDF