Tools & Tidbits

Downloadable Client Documents including Individual & Business Engagement Letters & Checklists,
as well as Links to Online Tax Preparation & Accounting Resources.

Below are downloadable links to our engagement letters and accompanying checklists for individuals, businesses, not-for-profits, estates, and trusts. These documents provide clients and prospective clients with an overview of what to expect from us and what we need from them. You can download, complete, and deliver these documents to our office if you'd like to get started. If you have any questions or need help, please feel free to contact us.

Heather Hearn, Bookkeeper - First State CPAs & Associates