When using our office for your tax preparation needs the engagement letter and information sheets will need to be completed to prepare your taxes.

The IRS and state require the information that we are asking on the forms and the questions are required to be answered for IRS Compliance.

All current and new clients should complete this new information sheet.

You can print this out and drop it off or email it using FileShare on our Home page.

Engagement Letter and Information Sheet

Thank you,

Vanessa Blevins, CPA