CLIENTS

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

Access our ShareFile Client Portal

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)