Business Name:

  

Best Phone Number:  

  

Engagement Letter Acknowledgement:

AGREED TO AND ACCEPTED:


By clicking the checkbox “Yes, I agree to the Terms & Conditions outlined in the 2021 Engagement Letter

for Income Tax Preparation” you have digitally confirmed your understanding of our tax preparation

Engagement.

https://annehollidaycpa.com/engagmentletterbiz.html

YES

NO

1.) Would you like your completed tax return package securely e-mailed to you instead of a paper copy?

YES

NO

2.) Would you prefer your billing invoices to be emailed to you?

YES

NO

3.) Have you received any of the Employee Retention Credit refunds for 2020 or 2021, if applicable?  

YES

NO

Not Applicable, we did not file for ERC.

4.) Has your PPP Round 1 funding been forgiven?

YES

NO

Not Applicable

5.) Has your PPP Round 2 funding been forgiven?

YES

NO

Not Applicable,

6.) Did you receive other 2021 COVID Funding? If yes, please include detail of the funding.

YES

NO

Not Applicable




7.) Indicate the number of W2’s issued for 2021. (Number of issued forms found on 2021 Form W3.)





Please print and save then scan and attach to and send in email to:

 

[email protected]