Greetings from everyone at the Leppert Group, let's get started on your 2022 Tax Return!
Thank you for being a valued Leppert Group client. This organizer form will help us gather important details about your tax filing situation and kick off our work on your returns.
It should take no more than 10-15 minutes to complete.
There is a space at the end of the form for you to enter any questions you would like us to address as we begin work on your tax returns.
After you click submit you will receive instructions on how to sign your Engagement Letter and get us your tax documents so we can prepare your return(s).
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Stop! This form is only for returning clients - please fill out the "Get In Touch" page on our website (here) if you are interested in becoming a new client.
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