Tax Return Review Agreement
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.
- Send the completed Engagement Agreement back using the link below.
- To expedite the process include a copy of your tax return and W-2’s or 1099’s. Include the following documents, as they apply to your situation:
- Form 1040
- Form 2106
- Form 4562
- Schedules/Worksheets/Lists used for expenses, i.e., entertainment, business, auto, etc. applicable to the tax return.
- Records used for housing expenses.
- Your Pay Package Sheet from the Church if applicable.
- We cannot begin the process until you make a Credit Card deposit. Use this secure link HERE or call 970.667.5819 to make a payment by phone.
- We’ll be in touch to go over next steps.