Client Engagement Agreements


Engagement Agreement Portal

Posted September 30, 2018


The IRS, American Institute of Certified Public Accountants (AICPA) and our Professional Liability Insurance provider are getting more stringent on Client Engagement Agreements. They can be demanding that way. To ensure compliance and continued service, please help us by returning this document to us. It helps outline what you can expect from us and what we expect from you. It is a healthy way to start a relationship.


Electronic Engagement Agreements

These buttons below will take you to an online version of our Engagement Agreements. You can then submit your review and acceptance.



Divorce Engagement Agreements

For divorce financial analysis and supporting reports including divorce mediation require you to print, read and accept the engagement agreement via paper and wet signature. In other words, we do not have an online or electronic submission of these engagements.



Please print, read and accept the client engagement agreement. You can return this to us along with your documentation. You can also fax this to 855-345-9700, scan and email/upload or mail it to 9475 Briar Village Point Suite 325, Colorado Springs CO 80920.