Tax Preparation Agreement
Complete the Tax Preparation Client Agreement
We want to express our appreciation for this opportunity to work with you! 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.Schedule Online