Edwards Tax & Finance Services

Edwards Tax & Finance ServicesEdwards Tax & Finance ServicesEdwards Tax & Finance Services

Edwards Tax & Finance Services

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Tax Prep Downloads

 Welcome to Your Tax Preparation Client Portal
This page contains all of the documents and instructions you’ll need to complete your tax filing with Edwards Tax & Finance. Please download and complete each form carefully. Once finished, upload them securely using the link below. If you have questions at any point, you can email hello@edwardstaxfinance.com. 

1. Engagement Letter (pdf)Download
2. Privacy Notice (pdf)Download
3. Payment & Refund Disclosure (pdf)Download
4. Referral Notice (pdf)Download
5. Tax Organizer & Client Intake Questionnaire (pdf)Download

 Prefer to print and complete on paper? All of these documents can be printed and signed — then scanned and uploaded. 


 Signing Tip:
Download and open these forms using Adobe Acrobat Reader. Mobile browsers may not support electronic signatures. 

Upload Completed Documents Securely Here

Edwards Tax & Finance Services

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