Engagement Letters

This letter is provided for information purposes only. TaxAct Professional assumes no responsibility for its use. Engagement letters should always be modified to fit each engagement.

Tax Questionnaires

To download these documents, simply hover over the PDF and select the grey box with the downward arrow. From there, the file will download onto your computer for you to save and print as needed.

TaxAct provides these Tax Questionnaires as forms only and is not responsible for your use of them. You must ensure your gathering and use of your client’s personal information complies with applicable laws, including those related to privacy and consent.

Returning Customer – English

Returning Customer – Spanish

Non-Resident – English

Non-Resident – English

New Customer – English

New Customer – Spanish