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Client Legal and

Tax Prep Information

These documents represent our 2023-2024 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

2023-2024 Tax Year Documents

For our clients that utilize our online portal, we provide the capability to digitally sign our Engagement Letters, Organizers  and other documents.

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