We ask our clients to watch their mail and email, as we will be sending important information over both mediums.

In the traditional mail out, you will find an introduction letter, an engagement letter, and a personalized checklist.  The letter has basic tax season information, the engagement letter must be signed and returned to us for us to work on your return, and the personalized checklist lists all the documents we are expecting to need to prepare your return.

The email will contain an electronic questionnaire which also needs to be returned, but also contains a more detailed organizer.  This organizer is for individuals with more complicated returns who want to get the most out of our services.  It is not mandatory, but can provide us with more information to save you money.

If you have any questions, or would like to receive any of the above VIA any medium, please contact us.