Please sign below after you have read and agree with the terms of our engagement 

Welcome back for your 2017/2018 tax return preparation and tax return planning!
Please click the links on this page to access my annual “Welcome Letter,” an “Engagement Letter” and other information.

Click here to contact us for inquiries.


Overview for working on 2017 tax returns, Welcome Letter – click here (2 page PDF) to read.

For Tax Organizers or a Personal Tax Notebook – click here.

Please read and sign before we start:
Click here for our required formalized Engagement Letter (11 page PDF). After reading and keeping a copy for yourself then please provide your agreement signature by using the electronic form below or print, sign and return paper copies.

Engagement Letter Electronic Signature Submission (to be signed after you have read and agreed to the terms)

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