This year, we’ve made our tax engagement packets available digitally. Important documents for the 2019 tax year can be downloaded on the links below. The “Instructions” file outlines which documents need to be signed and returned, and important deadlines.
- Engagement letter for individuals or entities
- Client data sheet
- Authorized parties approval
- Consent for use
If you’d like to complete and return your documents digitally, too, you’ll need to have Adobe Acrobat Reader (or a similar application) installed on your computer. Don’t worry; it’s free and can be downloaded on this link. Please don’t send completed documents containing personally identifying information such as social security numbers back via email. Rather, they can be uploaded to your secure online portal or brought in person to a meeting with your tax advisor.
If you were not previously set up on the portal, just shoot us a note at firstname.lastname@example.org, so we can establish your account. If you’d prefer to print and bring completed documents to review with a tax professional in person, please call our office to schedule an appointment.
Thanks for the trust and confidence you place in our team!
Category: Tax and Accounting Team