Paperwork

Engagement Letter

You can access our 2023 individual engagement letter here

Download

Questionnaire

You can access our 2023 questionnaire here

Download

Submit Engagement Letter Online

You can also submit the Engagement Letter online to us here (note, if filing jointly each spouse must complete a letter):

Engagement Letter

Submit Questionnaire Online

You can also submit the Questionnaire Letter online to us here:

Questionnaire

Portal for Electronic Upload

You can electronically upload documents to us here:

Sharefile Portal