Tax & Financial News

E-Signatures for 2019 Engagement Letters


We will be emailing our 2019 engagement letters this December and using Adobe Sign to allow you to sign the letter electronically. This new process will allow you to easily sign your 2019 engagement letter from any device and download your signed copy within minutes.

The e-signature email will include a link to view your engagement letter and prompts that will guide you through the e-signature process. Please keep in mind that if you have several accounts with us, you will receive a separate email for each engagement letter to be electronically signed. You will receive an email for each tax return and a confirmation email immediately after signing with a link to download a copy of your signed letter.

For our individual and trust clients, the e-signature email will include a link to download a Tax Questionnaire. We request that you download the fillable questionnaire and return the completed copy to us as soon as possible. This allows us to address any issues that could have tax implications on your return as early as possible, as well as any specific requests you may have. You can access more information about the tax questionnaires here:

For our business return clients, the e-signature email will include a link to download a Tax Organizer for the 2019 tax year. The organizer can be used to help you gather your 2019 tax information. We request that you return the completed form along with your 2019 tax documents. You can access more information about the tax organizer here:

For individual tax return clients, we can provide a customized tax organizer that includes prior year information and carryover data to help facilitate the gathering of your 2019 tax information. Please contact one of our offices if you would like us to send you a personalized 2019 tax organizer.

We appreciate the opportunity to work with you another year and hope the e-signature option saves you time and hassle! Please feel free to contact our Leesburg or Warrenton office if you have any questions.

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Leesburg Office    5 Loudoun St. SW Ste. B Leesburg, VA 20175           Phone 703.771.1818  Fax 703.777.5708 

Warrenton Office  10 Rock Pointe Lane Ste. 3 Warrenton, VA 20186        Phone 540.347.5681  Fax 540.347.3353