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

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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.