Phelps Tax + Financial appreciates this opportunity to work with you! If you are an individual (includes sole proprietors or single member LLCs) with an upcoming tax planning or tax preparation appointment, please review the applicable information below to ensure you have all of your documents at the time of your scheduled appointment. If you are missing any documentation, your appointment may need to be rescheduled for a later date. Please note that individuals with tax preparation appointments will also need to complete Part 2, which is the Tax Preparation Client Agreement lower on this page.
Please complete the Tax Preparation Client Agreement below prior to your appointment.
Complete the Tax Preparation Client Agreement
The below form is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. You will receive a copy of the completed Agreement via email.
Schedule an Appointment With Us
To schedule an appointment with Phelps Tax + Financial, you may contact us by phone at (316) 262-1900 or make an appointment online.