Engagement Letter (Required):
The Engagement Letter specifies the terms of our engagement to ensure a clear understanding of our mutual responsibilities.

• 2018 Engagement Letter

Questionnaire (Required):
The Client Questionnaire will assist us in gathering an understanding of what has occurred throughout this specific tax year.

• Current Client Questionnaire
• New Client Questionnaire

Client Worksheets (If Applicable):
Our Worksheets will help you organize your tax information in an easy-to-use format.

• Business Expense (P&L) Worksheet
• Home Office Worksheet
• Mileage Worksheet
• Non-Cash Charitable Worksheet
• Rental Property Worksheet

Other:

• 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