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Tax documents and engagement letter form template

One link for clients: a document checklist, uploads and the engagement letter signed online. Replace the example wording with your own.

9 questions · 2 pages · fully editable

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Page 1 · Your documents







Up to 10 MB. Photos, PDFs, Word, Excel, text or ZIP files.
Up to 10 MB. Photos, PDFs, Word, Excel, text or ZIP files.

Page 2 · Engagement letter

Example wording: we will prepare your federal and state returns from the documents you provide. Our fee is quoted before we start. You are responsible for the accuracy of your documents. Replace this with your firm's own engagement terms.

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