HOURLY Individual Tax Preparation Engagement

Review and sign our engagement agreement

In an effort to streamline our engagement and onboarding process, we have implemented an online engagement agreement with e-sign capabilities. Please complete and submit the form below to be redirected to our engagement agreement which you may then review and sign electronically.

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Individual Tax Preparation Engagement

Please provide the following information, then press submit to be redirected to the engagement agreement.

"*" indicates required fields

Taxpayer's Name*
Spouse's Name (only required if filing jointly)
Address*
Tax Year(s)*
Please select the tax year(s) you are engaging Mehdiani Financial Management to prepare your income tax returns for.
Do you have any foreign income or foreign financial accounts?*

Locations

Beverly Hills Office:
9025 Wilshire Blvd, Suite 301
Beverly Hills, CA 90211

Encino Office:
16030 Ventura Blvd, Suite 490
Encino, CA 91436

Phone: (310) 800-1472
eFax: (310) 496-2565

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Local Services

Tax Accountant Beverly Hills
Tax Accountant Los Angeles
Tax Accountant Santa Monica
Tax Accountant West Hollywood