Resources

Letters & Templates

Everything you need — engagement letters on request, IRS forms and templates for current clients.

Tell us your name, email, and phone and we will email you the letter. We will follow up within one business day if you have questions.

Choose your letter

For individual tax-return clients. Scope, fees, and responsibilities.

Need help? Call us at (888) 669-1094 or book a free consultation and we'll walk you through it.

JavaScript is required to request an engagement letter. Please call us at (888) 669-1094 — or for IRS forms visit irs.gov/forms-instructions.