General Engagement Letter
For new and existing clients. Select the services you need, provide your information, and type your full legal name to sign. A completed engagement letter is emailed to you as a PDF.
Open FormDocument Request Forms
Select the form that matches what you need and fill it out online. A completed document is generated automatically and emailed to you as a PDF.
The General Engagement Letter and Client Questionnaire accept a typed electronic signature and return a completed PDF by email. The other eight document forms require wet-ink signatures on the printed copy. If you are not sure which form applies, call our office at (318) 333-6401 before you begin.
Client Onboarding
2 FormsClient Questionnaire
For new and existing clients. Provide taxpayer information, spouse and dependent details, tax and financial questions, and self-employed deduction information. Type your full legal name to sign. A completed questionnaire is emailed to you as a PDF.
Open FormBill of Sale Documents
4 FormsGeneral Bill of Sale
For a straightforward sale of personal property between one seller and one buyer.
Open FormTrust Bill of Sale
For property being sold to or from a trust.
Open FormMulti-Seller / Multi-Buyer Bill of Sale
For sales involving more than one seller or buyer on the same transaction.
Open FormBill of Sale with Asset Schedule
For sales involving multiple itemized assets listed on an attached schedule.
Open FormNotes & Agreements
4 FormsLease-Back Agreement
For arrangements where a seller leases back property they just sold.
Open FormDemand Note
For a simple loan that is repayable on demand from the lender.
Open FormIrrevocable Trust Promissory Note
For a loan made to or from an irrevocable trust.
Open FormLLC Operating Agreement (Trust-Owned)
For establishing an LLC that is owned by a trust.
Open Form