The following five documents represent the core legal and organizational information we share with our clients each and every year. Depending on the tax status, we prepare 1040 (Individual), 1041 (Fiduciary), 1065 (Partnership/LLC), or 1120/1120S (Corporate) documents as appropriate.
2009 Tax Year 1040 Client Preparation LetterAs a kick off to the each upcoming tax year, we issue a Client Preparation letter. This letter details considerations to make in preparation for your tax year and important tax code changes.
2009 Sample Tax OrganizerA Tax Organizer is a useful tool for gathering and documenting your tax records as well as providing a more orderly preparation of your tax return information. We provide all our clients with a customized Tax Organizer each tax year.
2009 1040 Income Tax Engagement LetterEngagement letters are in many respects a written contract between us, stating both parties’ understanding of the professional relationship. They allocate, in limiting language, the responsibilities of the engagement for you and our firm. Note: contact us for Business and Fiduciary Engagement letters
Terms & ConditionsAll Engagement letters are accompanied by their respective Terms & Conditions document. Note: contact us for Business and Fiduciary Terms & Conditions
2009 Year End Client Primer LetterWe use the this letter to reinforce life events that may have a tax impact for you. Each client receives a Year End Client Primer letter with their completed tax return package.
Please do not hesitate to contact us if you have any questions!