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Engagement Letters

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Thank you for selecting Huey & Associates, P.C. to work with you on your tax returns and other accounting matters.  Our goal is to make this process as easy and effective as possible while assisting you in achieving your goals.  As with most items today there is some paperwork involved.  In order for us to complete any tax returns or other projects we must first receive a signed Engagement Letter from you.

You have the option of printing an Engagement Letter to sign or Electronically signing an Engagement Letter whichever is easiest for you.  For many clients we process more than one type of return.  Please sign an engagement letter for each type of return you are engaging our services for. 

Below are links to each of our type of Engagement Letters.  There is nothing to download to use this software; just click on the link below. If you are married and filing a Married Filing Joint return, only one person/spouse needs to sign. 

2020 Engagement Letters: (To review the document and sign with an electronic signature, follow the appropriate link below):

2020 Individual Engagement Letter (1040) 

2020 SCorp Engagement Letter (1120S) 

2020 Trust Engagement Letter (1041) 

2020 Gift Tax Engagement Letter (709) 

2020 General Tax Consulting Engagement Letter