As we look ahead to the next tax season please find the following documents we have included to help things run smoothly. We are asking all out clients fill out a client intake form when dropping off your documents or meeting for an appointment. This just helps us to make sure we have correct information to file your return. You will also be asked to sign our updated Engagement Letter. As with in the years past this letter ensures the information provided to us is correct and that we have agreed to prepare your return. Please feel free to contact our office with any questions or concerns you have regarding this information.