Below is a copy of our personal engagement letter from our firm which includes our firm deadlines pricing structure. That is the letter that you will fill out and return to our team for us to begin the process of assisting you with your personal tax return.
Also below is a is a checklist for you to review from the engagement letter that goes over all the basic information needed for our team to prepare a personal tax return. Please download and view this checklist to make sure you have all necessary documents prepared and ready before proceeding
Please let us know if you have questions: firstname.lastname@example.org