Engagement & Retainer
Before we begin work on your behalf, we require a signed engagement letter and payment authorization. This protects both you and our firm.
How It Works
Our streamlined process gets you from inquiry to active engagement quickly and securely.
Complete Intake
Fill out our intake form so we understand your needs and can prepare your engagement letter.
Review Engagement Letter
We generate a customized engagement letter outlining scope, fees, and terms of service.
Authorize Payment
Provide payment authorization via ACH (no fee) or credit card (3% processing fee applies).
Sign & Get Started
E-sign your engagement letter through our secure portal and we begin working on your case.
Payment Authorization
Choose your preferred payment method. A retainer or deposit is required before work begins.
ACH / Bank Transfer
Authorize a direct bank transfer. No processing fees are added to your invoice amount.
- No additional fees
- Secure bank-to-bank transfer
- Processing: 2-3 business days
Credit / Debit Card
Pay by Visa, Mastercard, Amex, or Discover. A 3% processing fee will be added to your total.
- 3% fee added to invoice total
- Immediate processing
- All major cards accepted
What's Covered
Your engagement letter will detail the specific scope for your situation. Here are typical inclusions by service type.
Individual Tax Preparation
- Federal & state return preparation
- Review of all income sources
- Deduction & credit optimization
- E-filing with IRS and state(s)
- Amended returns if needed
Business Tax & Accounting
- Business return preparation (1120-S, 1065, 1120)
- Quarterly estimated tax guidance
- Tax planning & entity optimization
- Year-end tax strategy
- Multi-state filing if applicable
IRS Representation
- Review of IRS notice or audit letter
- Communication with IRS on your behalf
- Penalty abatement requests
- Installment agreement negotiation
- Offer in compromise evaluation
Bookkeeping & Payroll
- Monthly bookkeeping & reconciliation
- Payroll processing & tax deposits
- QuickBooks setup or cleanup
- Financial statement preparation
- Year-end 1099 preparation