Welcome to our online engagement letter. The purpose of this is to set forth the terms of our engagement and to inform you how we do business throughout the year to meet your tax reporting, tax planning, bookkeeping, and advocacy needs. We want to ensure that our services meet your needs and expectations.

Step 1: Choose the engagement agreement below that pertains to you.

Step 2: Follow the link to Right Signature that allows you to sign the agreement.

Individual Agreement

Married Filing Joint, Single, Head of Household, Married Filing Separate:

NOTE: Only 1 signature is required for Married Filing Joint

Entity Agreement

Corporations, Partnerships, LLC, Trust


Thank you for completing our engagement letter. Please let us know if you have any questions or concerns. We look forward to a productive tax season.




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