You must fully complete and return the following documents before work can begin on your return:
• General Engagement Letter (Click here)
The Engagement Letter must be signed by all taxpayers.
• Individual Tax Organize (Click here)
In addition to the Individual Tax Organizer, please complete any of the following Organizers that are applicable:
• Daycare Provider Tax Organizer (Click here)
• Farm & Farm Rental Tax Organizer (Click here)
• Rental Property Tax Organizer (Click here)
• Sole Proprietor Tax Organizer (Click here)
• Consent to Disclosure of Tax Return Information Form (Click here)
Complete this form if you need to have tax return information sent to third parties.