Terms of Engagement

Please review terms of engagement before starting the tax return process.

The engagement letter sets the expectations and details what is involved in preparing a tax return.

The privacy policy are strict standards we adhere to regarding all taxpayer information and what to expect in terms of data security.

 
 

Engagement Agreement

Fill out the form below. All we need is your name and email to get started.

 
 
 

What's Next?

Follow the next steps in your tax return instructoins documents. This would inlcude logging into your private portal, filling out the Client Organizer Form and uploading your tax documents.