Annual Engagement Letter (Required):
The Engagement Letter specifies the terms of our engagement to ensure a clear understanding of our mutual responsibilities. Click the link below to Docusign your Engagement Letter. 

• 2020 Engagement Letter

Our questionnaires and worksheets are updated annually.  Please do not use older versions that you may have saved.

Annual Questionnaire (Required):

The Client Questionnaire assists you in gathering the necessary documents, while providing us with a better understanding what has occurred throughout the tax year. The questionnaire has now been formatted as a fillable pdf.  Once completed please save and uploaded the completed form back to us

• 2020 Current Client Questionnaire


• 2020 First-Time Client Questionnaire

Client Worksheets:
Our worksheets help you organize your tax information in an easy-to-use format. Feel free to use any that apply to your situation.

• Business Expense (P&L) Worksheet
• Business Balance Sheet
• Self-Employed Home Office Worksheet
• Mileage Worksheet
• Non-Cash Charitable Worksheet
• Rental Property Worksheet
• Employee Retention Credit Qualifier Worksheet

Helpful Infosheets

• Signing Your 8879
• How to Make Online Tax Payments to the IRS
• How to Set Up an IRS Installment Agreement
• How to File an Extension

Documents for Prior Tax Years