Engagement letters

Download, fill in and sign the ones applicable to you.

If you did not include a signed engagement letter with your tax documents, please fill it out and send to your preparer.

  1040 Engagement Letter

  Tax Return Extension Authorization

  1041 Engagement Letter

  1099/1096 Engagement Letter

  Corporate Transparency Act

  S Corporation Engagement Letter

  Partnership Engagement Letter

  Authorization to File an Extension - Entities

  Foreign Asset Addendum

  Small Business Engagement Letter

  Rental Engagement Letter

  Virtual Currency Engagement Letter

Contact us

Visit our office in Old Farm Executive Park just west of Costco

Click on the map to get directions from your current location. Note that our office is not visible from Grant Road. It is located in Old Farm Executive Park, as seen in the map.

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