Client Legal and

Tax Prep Information

These documents represent our 2020-2021 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 Tools

2021 Tax Pocket Guide Front.JPG

2020-2021 Tax Year Documents 

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


4833 Ellicott Woods Lane

Ellicott City, MD 21043

Phone: 410.418.9111

Fax: 410.313.9875

2021 Tracey S. Peters CPA, LLC

All Rights Reserved