Estate and Trust Tax Preparation Engagement

Review and sign our engagement agreement

In an effort to streamline our engagement and onboarding process, we have implemented an online engagement agreement with e-sign capabilities. Please complete and submit the form below to be redirected to our engagement agreement which you may then review and sign electronically.

Estate and Trust Tax Preparation Engagement

Please provide the following information, then press submit to be redirected to the engagement agreement.

  • Please select the tax year(s) you are engaging Mehdiani Financial Management to prepare your income tax returns for.


Beverly Hills Office:
9025 Wilshire Blvd, Suite 301
Beverly Hills, CA 90211

Encino Office:
16030 Ventura Blvd, Suite 490
Encino, CA 91436

Phone: (310) 800-1472
eFax: (310) 496-2565