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.

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  1. Send the completed Engagement Agreement back using the link below.
  2. 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.
  3. 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.
  4. We’ll be in touch┬áto go over next steps.

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