Important Client Documents

Download a Client-CPA Engagement Letter. Engagement letters are a common practice with CPA and Accounting forms.

This Engagement Letter is provided to minimize the possibilities of any misunderstandings and to clarify our office policies and procedures. We are asking all clients to please read this letter to better understand how this will affect you. We require this signed letter from you in order to start work on your tax return.

We thank you in advance for your understanding and patience as our practice continues to evolve and grow.


Engagement Letter for Individuals, Corporations, and LLC’s:

2013 1040 Engagement Letter