Our Annual Signature Forms:

Remember, ALL clients must complete the “Engagement Statement” and provide us with a signed copy at the time of their tax appointment (or include it in the material that they mail to us in lieu of an appointment).  The “Consent to Use Tax Info” form is optional.

• Engagement Statement
• Consent to Use Tax Info

Other Miscellaneous Forms:

If you need to have someone else pick up your return after preparation, we can only release the return with this signed consent.

• Consent to Release for Pick Up of Return

If you need us to share your tax information to a 3rd party, we can only do so with this signed consent.

• Consent to Release Tax Information

If you need to have someone else ask questions on behalf of another.

• Consent to Disclose Tax Return Information – No POA