Client Information
Thank you for being part of the Metzger Tax Service LLC family. We look forward to continuing to work with you. If you have any questions, please email either Karen at Karen@metzgertax.com or Rob at Rob@metzgertax.com.
Personal
- Quick Check List – What to gather for your 2023 tax preparation (PDF)
- 2023 New Client Engagement Letter (PDF)
- 2023 Returning Client Engagement Letter (PDF)
- Extensions for Returning Clients
- Extensions for New Clients
Businesses
- 2023 Business Engagement Letter (PDF)
- 2023 Business Newsletter (PDF)
- 2023 Exempt Organization Engagement Letter (PDF)
Trusts, Estates, and Fiduciaries