Tax Return Engagement Letter Service Agreement - Crane and Bell 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the engagement letter thoroughly. This document outlines your responsibilities and those of Crane & Bell, ensuring a clear understanding of the tax preparation process.
3. Fill out the signature fields at the top of the document. Ensure that both you and your spouse (if applicable) sign and date where indicated after reviewing the letter.
4. Complete the accompanying questionnaire carefully. This is crucial for providing accurate information necessary for your tax return preparation.
5. Review all sections regarding foreign accounts and ensure compliance with required disclosures, especially if applicable to your situation.
6. Check the deadlines mentioned in the document. Make sure to provide all necessary information by March 23, 2018, to meet the filing deadline.
7. If you have any comments or additional concerns, list them in the designated section before finalizing your submission.

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