Engagement Agreement

This page is for new and returning tax clients of Reason Tax Group, LLC. The engagement agreement sets out the terms of our work together: the tax preparation and planning services we’ll provide, what we’ll need from you, and the responsibilities on each side. It’s the same agreement for everyone, and it’s worth the few minutes it takes to read.

When you’re ready, sign electronically through RightSignature. No printer, no scanner; the whole thing takes a few minutes. If anything in the agreement raises a question, call us at (858) 483-7500 or send us a message first. We’d rather answer it now than after you’ve signed.