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Engagement Letters
(Due Prior to any work being completed.)

  • This document is NEEDED  ideally before we begin work and from all clients this year. Please return the signature page ASAP.

  • Personal Tax Engagement Letter (LINK HERE)

Client Organizers
(Due prior with tax work papers.)

  • Client Organizers will be mailed out end of December to those who have filled them out in the past. 

  • New Client Organizers will be provided upon request or you can use the checklist (LINK HERE) to assist you in gathering your documents.

  • Upon request, we will send your Organizer, password protected, via email.

  • Please contact

1099 Issuance 
(Due Jan 31, 2023)

  • Did you pay anyone for services over $600 for business or rental property this year? You are REQUIRED to issue them a 1099-MISC.

  • Included in this group:

    • Independent Contractors​

    • Child Care Providers you pay directly

    • Home Health Providers you pay directly

  • Exception: if you paid these anyone with a credit card.

Electronic Filing of Individual Tax Returns

  • Please make sure we have your 2022 Tax Information no later than March 20, 2023.

  • WE must have the following before we will eFile your return:

    • Signed Engagement Letter

    • Signed eFile Forms

    • Invoice Paid

    • ​​

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