Tax Engagement Letter
Download the engagement letter, complete all areas applicable to you, sign and date it, and return it to us. In addition, below are supplemental documents to organize your paperwork for a variety of circumstances. Download the files that are applicable to you, in addition to the tax engagement letter, to help you get started. When you have completed filling out information on these documents, you may upload them to our secure portal. If you do have access to the portal, please contact us so we may grant access. Please do not hesitate to call if you have any questions regarding completing these documents.