Tax Engagement Letter

Download the engagement letter, 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. 
Do you or a family member need an Individual Tax Identification Number (ITIN)? Please download the engagement letter below.

Small Business Organizer

Are you a small business owner? If so, download the small business organizer to help you organize your business income and expenses. You may use this organizer throughout the year to help you group your income and expenses into categories that must be reported on your income tax return.      

Capital Gains Organizer

Do you have investments in stock, index or mutual funds? This document will help you organize your paperwork by listing all your capital gains transactions on one document.   

Mileage Log

Do you use your car for your business/charity? Do you volunteer in your community? If so, download the mileage log to document all your business/charitable miles. We suggest you print this log and keep it in the glove compartment in your car and fill it in every time you use your car for business/charitable purposes.