Barb appreciates the opportunity to handle your tax needs. Please read and sign this Engagement Letter to confirm that you understand the services Barb will provide for you and the responsibilities you bear as a taxpayer. Barb cannot review or process your return without a signed Engagement Letter on file for you.
Fill out this 4-page form before you meet with Barb. Be sure to answer all questions and provide the required attachments.
Completing this form helps speed processing of your tax return. It covers everything Barb needs to handle your taxes quickly, efficiently and accurately. Please answer all questions to give Barb the “full 360” on your tax situation and preferences. Thanks!
Uploading your files