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Surgent McCoy Home Page

Access Engagement/Disengagement Letters and Client Questionnaires

Please enter your serial number below, and then click "enter information." 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.

Please enter your serial number:

For customer service or technical support, please call (800) 778-7436.