Tax only

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Tax/Consulting

Please note that standard tax engagement letters are already part of new client setup. If a CMS has already been submitted for a new client, please do not submit a separate tax engagement letter request. This form is only for special cases and for those clients whose engagement letters remain unsigned and may need to be updated and resent.

Request submitted by:

Requester's Email:Client ID:Primary client contact(s) | will sign letter:Client entity name (if business)

Is this an existing client?YesNo

Is this to update a prior letter due to it remaining unsigned?YesNo

Type of letter:

1040

1120/1120S

1065

1041

Other

Please provide further information on the type of letter needed:Year Needed:Partner to be listed:Should the engagement letter be sent for e-sign?YesPlease provide the email address(es) of client(s) to sign:No

Date needed by:

Our standard turnaround time outside of tax season is 1-2 business days, but during tax season, it may take extra time due to the high volume and steady influx of requests that our small team handles. A due date will help us prioritize and manage the order of incoming requests. Please note that a request sent on a Saturday or Sunday does not count towards the turnaround time allotted.

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