Choose the document below you'd like to sign electronically:
Engagement Letters:
- 2023 Personal Tax Return Engagement Letter – Engagement letter for preparing and filing personal tax returns (1040).
- 2023 Form 1065 (LLC Partnership) Tax Return Engagement Letter –Engagement letter for preparing and filing partnership tax returns.
- 2023 Form 1120S (S Corporation) Tax Return Engagement Letter – Engagement letter for preparing and filing S Corporation tax returns.
- 2022 Form 1120 (C Corporation) Tax Return Engagement Letter – Engagement letter for preparing and filing C Corporation tax returns.
- 2023 Form 1099 Preparation Engagement Letter – Engagement letter for preparing and filing Form 1099 series.
- 2022 Form 990 (Exempt Organizations – Non-Profit) Tax Return Engagement Letter – Engagement letter for preparing and filing exempt organization tax returns.
- 2022 FBAR Engagement Letter – Engagement letter for preparing and filing FBAR.
- 2022 Form 709 (Gift Tax) Tax Return Engagement Letter – Engagement letter for preparing and filing gift tax returns.
- Terms & Conditions Addendum – This addendum to the engagement letter describes our standard terms and conditions (“Terms and Conditions”) related to our provision of services to you.
Tax Organizers:
- 2022 Personal Tax Organizer – Tax organizer for individuals filing a Form 1040 individual income tax return.
- LLC Partnership Tax Organizer – Tax organizer for entities filing a Form 1065 partnership tax return.
- S Corporation Tax Organizer – Tax organizer for entities filing a Form 1120S S Corporation tax return.
- 2022 Schedule C
- Rental Property Organizer – Tax organizer for rental property owners filing a Schedule E.