Step 1 –

COMPILING YOUR TAX INFORMATION

1.  Print an Individual Tax return checklist and/or Business Tax Return Checklist. Self-Employed client, please use the Self-Employed Checklist.

2. Print and fill out the attached tax organizer.

3. Organize your documents how you know best. Please let us know if you have any questions.

Step 2 –  

SIGN AND RETURN AN ENGAGEMENT LETTER for each type of tax return you need prepared

• Individual Engagement Letter

• Business Engagement Letter: Partnership

• Business Engagement Letter: S Corporation

• Business Engagement Letter: C Corporation 

• Business Engagement Letter: Non-Profit

Step 3 –  

Return the engagement letter via:

• Fax: 317-588-3134

• Email to office@nsocpa.com

• Mail to:
  NSO and Company, Inc
  8950 Fitness Lane Ste 100
  Fishers, IN  46037