Document Signing

Form 8879, engagement letters, and consent forms

3 Form 8879s pending signature — returns cannot be e-filed until signed.

Total Documents

Pending Signature

Signed

Document	Client	Status	Sent	Signed	Preparer
Form 8879 IRS e-file Signature Authorization Required	Tekia Wilson	Not Sent	02/20/2025	—	J. Ross
Engagement Letter Tax Preparation Engagement Agreement Required	Tekia Wilson	Signed	02/10/2025	02/10/2025	J. Ross
Consent Form 7216 Consent to Use Tax Return Information Required	Tekia Wilson	Signed	02/10/2025	02/10/2025	J. Ross
Form 8879 IRS e-file Signature Authorization Required	Jamon Foster	Signed	02/12/2025	02/14/2025	J. Ross
Engagement Letter Tax Preparation Engagement Agreement Required	Jamon Foster	Signed	02/08/2025	02/08/2025	J. Ross
Form 8879 IRS e-file Signature Authorization Required	Damon Nelson	Signed	02/16/2025	02/18/2025	A. Smith
Form 8879 IRS e-file Signature Authorization Required	Jamie Williams	Not Sent	—	—	J. Ross
Engagement Letter Tax Preparation Engagement Agreement Required	Jamie Williams	Not Sent	—	—	J. Ross
Form 8879 IRS e-file Signature Authorization Required	Peggy Duncan	Signed	02/09/2025	02/11/2025	A. Smith
Form 8879 IRS e-file Signature Authorization Required	Marcus Johnson	Sent — Awaiting	02/22/2025	—	J. Ross

Required Document Reference

Form 8879

Required

Required before e-filing. Authorizes ERO to transmit return.

Engagement Letter

Required

Documents scope of services and fee agreement.

Consent Form 7216

Required

Required to share return data with third parties (bank products).