To help us serve you better, please print out and complete the forms below to be given to our tax professionals in preparation for your appointment.
2011 Client Tax Organizer
The Organizer is designed to help you gather tax informationneeded to prepare your 2011 personal income tax return. Please print and enter all 2011 information on the Client Organizer sheets provided.
2011 Individual Engagement Letter
This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of services we will provide. There is also a Consent To Use of Tax Return Information memo that we are required by Federal law to provide you with.
