Client Resources

Specialized Services
& Engagement Letters

Not every engagement fits into a standard tax return. Below you will find engagement letters for our specialized compliance, consulting, and accounting cleanup services.

Specialized Compliance

1099 Filing Service

Preparation and filing of Forms 1099-NEC/MISC for your contractors.

Select 1099s

FBAR Filing

FinCEN Form 114. Mandatory for foreign accounts exceeding $10k aggregate value.

Select FBAR

Gift Tax Return

Form 709. Required for gifts exceeding $19,000 to any single individual.

Select Gift Tax

Amended Return

Correcting errors on a previously filed tax return (1040X or 1120X).

Select Amendment

Non-Profit (990)

Annual information return for tax-exempt organizations.

Select Form 990

Strategy & Advisory

Tax Planning

Forward-looking projections and strategy sessions to minimize future tax liability.

Start Planning

Hourly Consulting

General consulting for specific questions outside of tax prep scope.

Book Consulting

IRS Representation

Power of Attorney engagement for handling notices, audits, or collections.

Select Rep

S-Corp Election

Form 2553 filing, including late election relief analysis.

Elect S-Corp

Accounting & Cleanup

Bookkeeping Cleanup

One-time project to fix historical data in QuickBooks or Xero to get tax-ready.

Start Cleanup

Sales Tax Registration

Registering your business for sales tax in a specific state jurisdiction.

Select Sales Tax