All good relationships are based upon mutual trust, understanding and effective communication. Accordingly, we feel it is in our mutual best interest to communicate the expectation of our professional relationship in order to eliminate any confusion or misunderstanding which may arise in the future. Therefore, we ask that all clients have a signed Engagement Letter in our office on file.
Please select the Engagement Letter that relates to your tax return preparation needs.
Our office CANNOT begin preparation of your tax return until we have received this form signed and dated.
Also, if our office will be preparing more than one tax return, we will need to have a signed copy of the Engagement Letter for your personal return as well as each business on file, if applicable.