Prospective Client Information

If you are interested in becoming a client of Crace.CPA or have been directed here after contacting our firm, you will need to fill out the information sheet below. This information will ensure that your initial meeting with one of our professionals is productive and beneficial for everyone involved. Once you have completed this form, you may receive an invitation to our secured client portal to upload some documents. In addition, our admin will be reaching out to schedule your introductary meeting.

New Client Welcome Packet

If you are a new client to our firm and have not provided detailed information your family, business, or entity, you may have been directed here to do just that. Fill out the packet below to give us all we need to set you up in our CRM, input your information in our tax software, create your secure client portal, and get you started as a new client of Crace.CPA. You can download the PDF fill-in document and send it back at your leisure, or complete the online secured form with RightSignature.


Tax Return Checklists

The checklists provided below are designed to be as comprehensive as possible and ensure that you are able to gather all of tax information in an efficient and complete manner. The PDF fill-in version can be downloaded, completed at your convenience, and uploaded to your portal.  The RightSignature version will take you to a RightSignature secured online form to be filled in, completed, and submitted in one process.

Individual Checklist

Business Checklist

1099-NEC & MISC Worksheet

Tax Return Engagement Letters

Engagement Letters explain the details of the arrangement between you, as the client, and our firm, as the provider.  It defines the responsibilities, the fees, the procedures, the timing and the terms and conditions of the tax preparation process.  A signed engagement letter is required for all clients – NO EXCEPTIONS – and the tax return preparation process will not begin until one is received. The links below will take you to a RightSignatute online secure form to complete in and sign the appropriate form. Unsure of which engagement letter to fill out? Email Angie or Becki and they can assist you.


Individual Tax Return


S Corporation Tax Return


C Corporation Tax Return


Partnership Tax Return


Estate/Trust Tax Return


Exempt Organization Tax Return


Form 1099-NEC, Form 1099-MISC, Etc. Information Return