Organizer Forms
Obtain a 2018 blank organizer click the link below:
2018 Tax Organizer
2018 E-Organizer, click below to find out more:
2018 E-Organizer
2018 Tax Organizer
2018 E-Organizer, click below to find out more:
2018 E-Organizer
Tax Engagement Letter
All tax return preparation services shall be in accordance with the terms of the client engagement letter linked below. A copy of this letter is provided here and will also be sent to each client along with their tax returns.
Please read it carefully. By signing and filing your tax returns or by signing and returning the related efile authorization forms, each client affirms that the terms of this letter accurately expresses their understanding of the nature and extent of our services and related fees as well as the scope of our responsibilities.
2018 Tax Engagement Letter
2017 Tax Engagement Letter
2016 Tax Engagement Letter
Please read it carefully. By signing and filing your tax returns or by signing and returning the related efile authorization forms, each client affirms that the terms of this letter accurately expresses their understanding of the nature and extent of our services and related fees as well as the scope of our responsibilities.
2018 Tax Engagement Letter
2017 Tax Engagement Letter
2016 Tax Engagement Letter
Instructions for E-Filing 2018 Tax Returns
Payroll Letter
1099 Filing Requirements