Below find resources that we provide each new tax client. Please bring these items to your initial appointment.

Our Tax Return Filing Process

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2022 Business Engagement Letter

Please read and sign this letter before your appointment

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2022 Non-Profit Business Engagement Letter

Please read and sign this letter before your appointment.

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2022 Individual Engagement Letter

Please bring read over this letter and bring a signed copy to your appointment

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Tax Organizer

Please fill out the tax organizer form before your appointment.

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