(305) 273-0008
Client Portal Secure File Upload
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Tax Service Request

Engagement Request Form Learn About Condo & HOA Services

STEP 1

* Required Fields

Please complete the following:
Individual Name *
Business Name
Phone *
E-mail *
Service(select all that apply) Bookkeeping ($60-70/hour)
Business tax return preparation – 1120, 1120S, 1065 (Starting at $1500)
Charity/Non-profit tax return preparation – (Starting at $2,000) (We are not preparing Form 1023/1023EZ Application for Recognition of Exemption at this time)
Individual/personal tax return preparation (Starting at $500)
Other
Other Service
If this is a Business request, please select your accounting software: Manual
Other accounting software
Quickbooks
Quickbooks Online
Quicken
Comments
 

* If not applicable, please enter N/A

STEP 2

Documents needed for proposal:

  • Most recently filed tax return(s)

Securely upload your documents (Secure File Upload) or email them directly to Shari Whitcomb at info@sokolandsokol.com.

If you should have any questions please call (305) 273-0008

We will fax, email or mail you an engagement letter within 24-48 hours.