This post contains forms that are helpful in allowing our office to serve clients. You may be directed to this page or the links contained here to complete applicable forms. The forms include engagement letters, authorization/consent to release information to 3rd party (party outside of directly with you, our client). Once you have completed the form, a completed copy will be sent to our staff and we will proceed from there.
Engagement Letter - Tax Preparation:
Our tax preparation engagement letter is available for digital completion here:
Authorization to Release of Information to 3rd Parties:
Our letter to Consent to Release of Information to an Authorized 3rd Party is here (for example for mortgage financing purposes, to discuss tax implications of transactions with financial advisors, release information to a family member, etc.):
This post will be updated as other forms are available for use.
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