Engagement Letter & Name Verification

Please provide your information exactly as it appears on your Social Security card. This information is used to accurately prepare and electronically file your tax return with the IRS.

Engagement Letter
Taxpayer Information
Taxpayer Information
First Name
Middle Name
Last Name
Are you Married Filing Jointly?
Spouse Information
Spouse Information
First Name
Middle Name
Last Name
Engagement Letter

Name Verification

When entering your information, please provide your first and last name exactly as it appears on your Social Security card. This information is used to accurately prepare and electronically file your tax return with the IRS.

  • Your name must match your Social Security card
  • Provide your email address so we can contact you
  • Spouse information is required if married filing jointly
  • Your engagement letter will be sent separately for electronic signature