For new, current, and returning clients, this page provides you with links and resources for the upcoming year.

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To securely provide us with your documents and information.

2021 Engagement Letters & Tax Season Publications

2021 Business Tax Engagement Letters

Links to sign these forms electronically will be sent by email

  • Partnerships (Form 1065):             [PDF] [DocuSign]

  • S-Corporations (Form 1120S):      [PDF] [DocuSign]

  • Corporations (Form 1120):           [PDF] [DocuSign]

  • Trusts (Form 1041):                        [PDF] [DocuSign]

  • Estates (Form 1041):                     please inquire within

  • Non-profits (Form 990):                [PDF] [DocuSign]

View our Resources & Frequently Asked Questions (FAQs)