IMPORTANT: Please come prepared to your appointment. The following documents are included in the December mailing and are REQUIRED for your appointment:
- All clients are REQUIRED to read and sign the Engagement Letter PRIOR to the completion of the tax return (Engagement Letter_2016 Consent to Use).
- All clients MUST fill out the portion of the organizer that includes your name, occupation, phone numbers, address, and e-mail address, at a minimum. Completion of the entire organizer and checklist is appreciated and highly recommended. It is important that this organizer is signed and is in the files for future reference (Tax Organizer)
- All clients MUST answer the questions on the questionnaire and sign (Tax Questionaire 2016).
- Kari Pel
IRS Help with Identity Theft
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Pel & Associates | 3010 Old Ranch Parkway, Suite 350 | Seal Beach, CA 90740
Phone: (714) 526-2668 | Fax: (866) 279-4916 E-mail: email@example.com