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.