2023 Engagement Letter (PDF)
2023 Individual Taxpayer Organizer (PDF)
2023 Individual Taxpayer Organizer – Rental (PDF)
2023 Individual Taxpayer Organizer – Sole-Proprietorship (PDF)
2023 Individual Taxpayer Organizer – Sole-Proprietorship and Rental (PDF)
2023 S-Corporation Tax Organizer (PDF)