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Engagements

Please Note: ** You will be redirected to Adobe Website to Access Engagements **

ONLY NEW CLIENTS: Sign Intake Agreement

All Clients Please Sign

Step 1: Sign Income Tax Engagement (V.2025)

Step 2: Sign ADR

Sign Only If Adding New Services in 2025

*ADD SERVICES: Sign Prof. SVS Engagement

*TAX PROBLEM: Sign Rep. Engagement

* When adding new services please watch for a Good Faith Deposit request of $1,000. However, when significant complexity or back year work is required then a larger Good Faith Deposit request will be sent.

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