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 or Rob at .
- 2025 General Newsletter (PDF)
Personal
- Quick Check List – What to gather for your 2024 tax preparation (PDF)
- 2024 New Client Engagement Letter (PDF)
- 2024 Returning Client Engagement Letter (PDF)
- Extensions for Returning Clients
- Extensions for New Clients
Businesses
- 2024 Business Engagement Letter (PDF)
- 2025 Business Newsletter (PDF)
- 2024 Exempt Organization Engagement Letter (PDF)
Trusts, Estates, and Fiduciaries