Tax Season Documents
Engagement Letters
- 2022 Individual Tax Preparation Engagement Letter (Fillable)
- 2022 Individual Tax Preparation Engagement Letter
- 2022 Partnership Tax Preparation Engagement Letter
- 2022 S-Corp Tax Preparation Engagement Letter
- 2022 Tax Exempt Tax Preparation Engagement Letter
- 2022 Trust/Estate Tax Preparation Engagement Letter
Due Diligence Reporting
- Claiming Dependents and/or Filing as Head of Household
- Claiming College Education Credits
- Foreign Bank Accounts
- Virtual Currency