Access Engagement/Disengagement Letters and Client Questionnaires
Please note: If you did not receive a serial number, or if you misplaced your serial number, please contact Surgent at (800) 778-7436 or firstname.lastname@example.org.
Please enter you serial number below, and then click "Validate". Instructions to view, print, and save the material will appear on the screen.
Depending on what you purchased, your serial number begins with:
EGA4: Package of all engagement/disengagement letters
EGAG: Individual tax engagement letter and questionnaire
EGAB: Business tax engagement letter and questionnaire
EGAT: Estates and trusts engagement letters
DEGA: Disengagement letters
This code is followed by a series of numbers and dashes.
You can find this number in your order confirmation. (If you have not yet purchased this product, you must order it to obtain a serial number.) Please note that each product is accessed separately, unless you have purchased the EGA4 package.