Client Legal and

Tax Prep Documents

These documents represent our 2019-2020 legal and organizational information for our clients each tax year. We prepare customized 1040 (Individual), 1041 (Fiduciary), 1065 (Partnership), and 1120/1120S (Corporate) Engagement Letters according to your tax status. We also provide individualized Tax Organizers.


Note: Contact us for copies of Business (1120, 1120S, 1065) or Fiduciary (1041) tax documents.

Tax Prep Checklists

2019-2020 Tax Year Documents 

For our clients that utilize our online portal, we provide the capability to digitally sign the Engagement Letter and ACA Form. A digital signature offers far more inherent security, and it is intended to solve the problem of tampering and impersonation in digital communications.

Due to the COVID-19 crisis, our office remains closed to the public until further notice. We are working remotely and will continue to provide uninterrupted service to our clients. Please contact us with any questions or for more information.


4833 Ellicott Woods Lane

Ellicott City, MD 21043

Phone: 410.418.9111

Fax: 410.313.9875

2020 Tracey S. Peters CPA, LLC

All Rights Reserved