Hello!

Thank you for allowing E. Daniel Miller, CPA, PC the opportunity to be of service! We are looking forward to serving you this season!

Please view this engagement letter outlining our services, and please feel free to let us know of any questions.  It contains important information concerning tax preparation you will want to review.  Following is what you can expect during preparation of your tax return, and upon its completion, but you are welcome to contact us with any questions whatsoever—

  • Tax Return Information:  Please contact us to arrange receipt of your tax return information.  Alternately, you may find it convenient to provide documents electronically by scanning and uploading them to your own secure folder in ShareFile https://edanielmillercpasharefile.com/  If you do not yet have a ShareFile folder, please simply email us at tax@edanielmillercpa.com.  You may find this Tax Questionnaire useful for gathering your tax information.  You may print it or complete it online.
  • Tax Return Preparation: If necessary, we will contact you with any questions we have as we prepare your tax return.
  • Tax Return Results: We will email your tax return results to you.
  • Tax Return Fee: Fees for services are due upon completion, and we will provide a link for electronic payment for your ease.
  • Tax Return Copy: We will provide you with a copy of your tax return, which you will want to review to ensure accuracy.  We are available to assist and answer any questions.
  • Tax Return Signatures: We will provide documents for your electronic signature consisting of an IRS e-file authorization (allowing us to e-file your tax returns when ready).
  • Tax Return E-File: We will e-file your tax returns.  We are always available to assist and answer any questions before, during, and after the process.

If you have questions about the process, or your specific tax situation, you are welcome to reach out to us–