If anything comes in later or is revised, be sure to send it to us right away.
Payment may be made by check in U.S. funds, or most major credit cards.
For Credit Card Payment the email for the deposit will have a link for online payment.
Payment of the balance will be due as we finalize your taxes and get them ready to send to you.
You should carefully look over the return and insure that everything about your situation is accounted for and CORRECT.
If you have changes, please let me know right away.
Then we will e-file your return, send you a confirmation of e-filing.
If there are changes, please let us know immediately so a revised copy may be prepared and sent to you.
We will include instructions regards where to mail your return.
You can FAX, scan and email, or upload through our website (if you have information already on your computer)
We can communicate through email, faxing, texting, Skype. See the CONTACT FORM for complete information.
If a payment is to be made (unless by direct bank debit) we will send a payment voucher to include with your payment.
SEND us the completed copy. (click on image at right to download)
We attempt to make our forms SAVABLE! You should be able to fill out this form and save it on your computer.
Preview.app should work on the Mac.
There are alternatives for Windows that should allow you to fill out a form and then save the data for any PDF form -
example: Nuance PDF Reader for Windows
example: Foxit PDF Reader for Windows
It will NOT work if you try to fill in the form using your web browser (you may be able to fill in the form but not save the information). Please download the form, save it to disk and then fill it in.
You may also of course print the form and fill it in by hand.
initial questionaire
Please see important note below about Adobe Reader
engagement letter