This is the initial step in our process for tax return preparation. It includes...
1. Engagement Letter
This is your formal request for Valley National Services, Inc. to prepare your tax return(s).
This form is required for us to proceed.
2. Consents to Use/Disclose
We will need this form in order to internally reference, review or use any information from your tax return. Information is only
shared within our affiliated Valley National companies as needed for additional services. Valley National will not disclose your
information to any non-affiliated third parties.
For your convenience, these engagement and consent forms are ongoing, unless otherwise noted. This will allow us to continue our service relationship without bothering you to sign forms each year.