New Clients

Attention New Clients!

Welcome to Charles R Zeugner CPA. Thank you for the opportunity to work with you. My objective is to provide prompt and accurate service and to make sure that you as a client understand your tax filings. I send a tax organizer to clients in late December or early January, and I am prepared to begin accepting documents by the third week of January. The IRS typically begins accepting e-filed returns near the end of January.

I use a secure electronic portal. If you do not already have the link and a password, please let me know. You can use the portal to send documents, and I will send electronic copies of your return through the portal.

I provide all clients with an engagement letter and an organizer. The engagement letter sets out the terms of our agreement, and the organizer is a tool that can be used to help gather tax information. Please click the link below to open a copy of the engagement letter and organizer that you can download.

Engagement Letter/Tax Organizer