Lewis D. Crusoe, EA
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  • About Us
    • Office Hours
    • Map & Directions
    • Guide to Access
  • Client Services
    • Where's my Refund?
    • Worksheets and Links
    • Client Forms
    • Special Situations
    • Protection Plus
    • ID Theft Information
    • Employment Tax Payments
    • Virtual Meetings / Interviews
  • Contact Us
  • Client Portal

fOR NEW cLIENTS

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For Retuning clients-2022

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A questionnaire to help you gather the necessary documents to prepare your return. All clients must complete this form
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This questionnaire is now included in the one to the left.

Engagement Letters

These letters confirm the terms of our engagements with individuals or entities and the nature and extent of services we will provide. The letter also outlines what the individual or entities will provide and their obligations during the engagement.  
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Personal Returns
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Corporation Returns
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Not-for-Profit Corporation Return
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Estate and Trust Returns
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Subchapter S Corporate Returns
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EZ Not-for-Profit Corporation Return
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Partnership and LLC Returns

Consents to Use and to Disclose

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Required before we can begin work on any personal return
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Consent to Disclose Your Return to a Third Party such as to your bank or lender.

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  • Home
  • About Us
    • Office Hours
    • Map & Directions
    • Guide to Access
  • Client Services
    • Where's my Refund?
    • Worksheets and Links
    • Client Forms
    • Special Situations
    • Protection Plus
    • ID Theft Information
    • Employment Tax Payments
    • Virtual Meetings / Interviews
  • Contact Us
  • Client Portal