Client Onboarding in Progress
Welcome back, John
Review your pending action items below. Completing your engagement documents and intake organizer allows the TAFS Financial team to begin your services.
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Your Action Items
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Document Signatures
Action Required
Business Services Engagement Letter
Dated: Sep 22, 2026
Awaiting signature
Outlines the specific scope of monthly advisory, tax preparation, bookkeeping schedule, and professional terms of engagement.
TAFS Ref: #ENG-2026-0922
Business Services Contract
Dated: Sep 22, 2026
Awaiting signature
Comprehensive service contract defining retainer billing structures, confidentiality, mutual obligations, and annual SLA expectations.
TAFS Ref: #CTR-2026-8814
Pending Organizers / Forms
Action Required
Client Intake Form
Pending organizer
Collects initial entity structure, bookkeeping accounts, prior year tax filing status, and preferred software access.
Dated: Sep 22, 2026 • Assigned to: Shatonya Thomas & Tax Advisory Staff