Consent Forms & Engagement Letters
Consent to Use of Tax Information - Allows us to keep in touch with you throughout the year
Consent to Disclose Tax Information - Allows us to share information with third parties (e.g. mortgage brokers)
Consent to Request Tax Information - Allows us to request information from third parties
2018 Individual Engagement Letter - We must have this on file before we begin working on your return.
Client Portal Agreement - By registering for our portal, you are agreeing to the terms outlines in this document.
Portal Instructions - Detailed instructions for setting up your secure web portal
Individual Tax Organizer and Helpful Resources
Small Business Questionnaire and Resources