If you are a new client to our firm and have not provided detailed information your family, business, or entity, you may have been directed here to do just that. Fill out the form below to give us all we need to set you up in our CRM,  input your information in our tax software, create your secure client portal, and get you started as a new client of Crace + Beam CPAs.

For new individual tax clients that are looking for the full package with our welcome letter, letter of expectations, checklist, and engagement letter in one place, this is the link for you.

Sign Document

Our Letter of Expectations explains the importance of setting the parameters of our business relationship.  It emphasizes our commitment to you and establishes the need for that same commitment from you, as our valued client.  If you have never read and signed a letter, please take a few moments to read, electronically sign and send it to us.  We will keep it in your permanent client folder.

The checklists provided below are designed to be as comprehensive as possible, and ensure that you are able to gather all of tax information in an efficient and complete manner.

Individual Tax Return Checklist

A PDF fill-In version can be downloaded here

Business Tax Return Checklist

A PDF fill-in version can be downloaded here

Engagement Letters explain the details of the arrangement between you, as the client, and our firm, as the provider.  It defines the responsibilities, the fees, the procedures, the timing and the terms and conditions of the tax preparation process.  A signed engagement letter is required for all clients – NO EXCEPTIONS – and the tax return preparation process will not begin until one is received. The links below will take you to the page to fill in and sign the appropriate form. Unsure of which engagement letter to fill out? Email Angie or Becki and they can assist you.

Individual Tax Return

S Corporation Tax Return

C Corporation Tax Return

Partnership Tax Return

Estate/Trust Tax Return

Exempt Organization Tax Return