Organizer Forms
Obtain a 2023 blank organizer click the link below:
2023 Tax Organizer
2021 E-Organizer, click below to find out more:
2021 E-Organizer
2023 Tax Organizer
2021 E-Organizer, click below to find out more:
2021 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.
2023 Tax Engagement Letter
2022 Tax Engagement Letter
2021 Tax Enagagement Letter
2020 Tax Enagagement Letter
2019 Tax Enagagement Letter
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.
2023 Tax Engagement Letter
2022 Tax Engagement Letter
2021 Tax Enagagement Letter
2020 Tax Enagagement Letter
2019 Tax Enagagement Letter
2018 Tax Engagement Letter
2017 Tax Engagement Letter
2016 Tax Engagement Letter
Instructions for E-Filing 2022 Tax Returns
Payroll Letter
1099 Filing Requirements