For the 2018 tax year, we are using Intuit Link to gather information and send correspondence.  Included in Intuit Link is our summary engagement letter indicating your intent to engage our firm for the preparation of your 2018 tax returns.


Our complete engagement letter package this year consists of the summary engagement letter and a combination of the attachments below.  We will customize the attachments to fit each client’s unique needs.  We will then send the engagement letter package to you through Echosign for your e-signature when we begin the preparation of your tax returns. We will not be deemed engaged for 2018 tax services until after we provide an estimate of our charges and you agree by signing the engagement letter package.


Engagement Letters and Attachments