CPA Engagement

Thank you for choosing Robyn D. Young, CPA, LLC for your tax, consulting and accounting needs!

At any time you may complete the checklist and organizer, drop-off, mail or securely upload your documents to your Client Portal at (Alternatively these other options are still viable: Cloud Cabinet or via Share File.) Please note, an appointment is not required to prepare your taxes, but is strongly recommended for new clients or if you have other new concerns and developments to discuss. I always welcome a visit with my clients.

For All Engagements:

The signed Engagement Letter must be completed and returned before any work can begin. You can return it with your tax records, or by electronic signature

- download to sign a paper copy of the Engagement Letter RDYCPALLC

- to sign electronically, visit the client portal at and select "Contracts"

For Tax Return Preparation:


Organizer Questionnaire and Form

Let's Connect:

Check your calendars and at your convenience schedule a telephone, video or office meeting. Contact me directly if none of the posted available times meet your scheduling needs.

I’m looking forward to hearing from you soon!