Basic Engagement Agreement Request

Please fill in this basic information and click submit to download your Agreement. We look forward to helping you optimize your taxes and being a resource! Call if we can help along the way. We’ll be in touch when we receive your document submission.

After March 1st, we require written permission to file an extension for all new clients. We file extensions until March 25th and then ask that you file your own extension after March 25th.

  • This field is for validation purposes and should be left unchanged.
  1. Send the completed Engagement Agreement back using the link below.
  2. To expedite the process include a recent copy of your tax return and W-2’s.
  3. We cannot begin the process until you may make a Credit Card deposit. Use this secure link HERE or call 970.667.5819 to make a payment by phone.
  4. We’ll contact you when steps 1-3 are completed and we have your documents to go over next steps.

Send us your completed Agreement form and most recent Tax Return

Use our secure link and we will confirm when we get your files

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