Tax Preparation Engagement Letter - Tower Financial Partners 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your printed name(s) in the designated field at the bottom of the letter. This confirms your identity as the taxpayer.
3. Review the terms outlined in the engagement letter carefully, ensuring you understand your responsibilities and the services provided.
4. Sign and date the form where indicated for both taxpayer and spouse, if applicable. This signifies your agreement to the terms.
5. If you wish to consent to the use of your tax return information for additional services, complete and sign that section as well.
6. Finally, ensure all information is accurate before submitting. You can save or export your completed document directly from our platform.

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