For your convenience we have posted downloadable forms on this page. Please download and sign the 2017 Client Engagement Letter if we are performing tax services for you during the 2017 calendar year. Please return it by scanning and emailing, by fax, or by mail.

After you have completed the 2017 Client Engagement Letter please download the 2016 Client Tax Info Questionnaire. You may print and return in the same fashion as above or you may complete the questionnaire by typing your information into the document itself. If you choose this method please save and return to us by email.

Downloadable forms: