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2023 Filing Guidelines

We truly appreciate your partnership with Ritchie & Company Inc. We look forward to working with you this 2023 filing season

Over the last few years, we have been slowly transitioning our firm to better support our clients by changing the way we deliver our services. We want to be more proactive than reactive in our approach. 2023 has been a great year for us as we continue to navigate the best way to provide quality tax and accounting advisory services for our clients. We’re striving to improve our client relationships and tax season service.


For the 2023 filing season, we will have some updated guidelines. Please read through these guidelines and let us know if you have any questions:

Table of Contents

To view and download, click the button below.

Engagement Letter

This letter confirms the terms of our engagement and the nature, timing, and limitations of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

To view and download, click the button below.

1099 Letter

If you own a business or have rental properties, this may apply to you.

These are the guidelines and requirements for providing your independent contractors with 1099 forms.

To view and download, click the button below.


W-9 Form
Form W-9 is a form which is used to confirm a person's taxpayer identification number (TIN).
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