Business Personal Property Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. – Step 1 of 4 Sqft your Date Personal Property Declaration (“PPD”) Engagement Letter & Client Questionnaire For the assessment period of 9/30/2024 – 10/1/2025 Before you review and sign the annual PPD engagement letter, please make note of the following: Most business Personal Property Declarations are due November 3, 2025. However, some towns & cities declare their own due date. Please be aware of the due date for your specific town or city. In order to ensure a timley filed PPD, Friedman, Kannenberg & Company, P.C. (“FKCo”) kindly requests that all necessary information be received by our office no later than October 15, 2025. You may return your information by email to tminelli@fkco.com, by mail, or by fax at (860) 674‐9602. BEGIN September 30, 2025 Certified Public Accountants 17 Talcott Notch Rd Farmington, CT 06032 Tel: 860.677.9191 Fax: 860.674.9602 www.fkco.com Dear Client: This letter is to confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. We will perform the following services: We will prepare, from information you provide, your town’s Personal Property Declaration (“PPD”) as of October 1, 2025 and the M-65 Manufacturing Machinery & Equipment exemption form, where applicable. We will not audit or review any information you provide to us in the preparation of these forms. You are solely responsible for the information reported on the PPD Form and M-65 Form where applicable. You are aware that it is your responsibility to advise us of any additions or disposals of machinery, equipment, furniture and fixtures. Please provide paperwork for any new leased equipment acquired after October 1, 2024. We have no responsibility for any penalty that may arise from your failure to mail the signed PPD and M-65 where applicable by the filing due date. Failure to file timely will result in a penalty equal to 25% of the assessment of the personal property. This PPD must be filed or postmarked by November 1, 2025, or the date specified by your local assessor, if sooner. All property tax declarations will be emailed to you and is your responsibility to print, sign and mail (postmarked) to your town/city assessor’s office by November 1, 2025. An invoice for the time we incur at our standard billing rates will be issued to you within 30 days upon completion of the Property Tax Declaration and is due upon receipt. If the foregoing is in accordance with your understanding, please sign the copy of this letter in the space provided and return it to our office with the personal property valuation questionnaire and new lease paperwork. We will not prepare the PPD form without a signed engagement letter. Sincerely, Friedman, Kannenberg & Company, P.C. Acknowledged and Accepted by: Print Name *First and LastBusiness Name *Signature * Clear Signature Date *Previous PageNext Page Credit Card Info Please provide credit card information to be charged by FKCo for preparation of your businesses PPD below: **The card provided below will not be charged until you recieve a copy of the PPD invoice, which will be issued within 30 days of providing you and/or your business with the completed PPD.** Credit Card #Expiration DateCVVName on CardAs shown on cardBilling Zip CodePayment AuthorizationBy checking the box above, I/my business authorizes FKCo to charge the credit card for the preparation of the PPD (for the assessment date of 10/1/2025)Previous PageContinue to Questionnaire PERSONAL PROPERTY DECLARATION CLIENT QUESTIONNAIRE Assessment Date: October 1, 2025 Question #1: As of 10/1/2025, did your business own any property that is being leased/consigned to others (meaning your business is the Lessor)? Answer #1: *Choose an option…No – The business does not lease any property to others.Yes – But the lease(s) have not expired/no changes since last years PPD.Yes – The businesses existing lease with others expired and there are new terms.Yes – The business entered into a new lease agreement as the Lessor.File Upload – Question 1 Click or drag files to this area to upload. You can upload up to 5 files. Upload a copy of either, any NEW lease agreement/terms that began after 1.1.2025 or updated lease agreements/terms for any EXISTING leases that have expired since 10.1.2024 as the Lessor.Question #2: As of 10/1/2025, did your business have any property that is being leased/rented from others (meaning your business is the Lessee)? Answer #2: *Choose an option…No – The business does not lease any property from others.Yes – But the lease(s) have not expired/no changes since last years PPD.Yes – The businesses existing lease(s) expired and there are new terms.Yes – The business entered into a new lease agreement as the Lessee.We did for last year's PPD but the lease expired and we now own the business property.File Upload – Question 2 Click or drag a file to this area to upload. Upload a copy of either, any NEW lease agreement/terms that began after 1.1.2025 or updated lease agreements/terms for any EXISTING leases that have expired since 10.1.2024 as the Lessee.Question #3: As of 10/1/2025, is there any other business(s) operating under the same address? Answer #3: *Chose an option…YesNoProvide the name of the business(s) operating under the same address as your business below:Question #4: Did your business address change from last years PPD filing or Business Tax Return filing? Answer #4: *Choose an option…YesNoNew Business Address:Address Line 1Address Line 2City— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeDate Business Moved:MM123456789101112DD12345678910111213141516171819202122232425262728293031YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Question #5: Does your business lease/rent or own the space used by the business? Answer #5: *Choose an option…OwnLease/RentNo changes to prior yearsQuestion #6: Have there been any changes to the square footage of your business location since either last year’s PPD filing or the most recent income tax return filed for the business? Answer #6: *Choose an optionYes, we completed/are in process of a build out.Yes, we downsized.No changes to the sqftUpdated Sqft of Business SpaceSqftQuestion #7: Provide the # of employees (individuals you have set up on payroll) as of 10/1/2025: Answer #7: *If you don’t have any individuals set up on payroll, enter 0.Question #8: Does FKCo have access to your QBO or QB file? Note: We’re asking this because the PPD requires that businesses report the amount of office supplies expense incurred for the period 9/30/2024 – 10/1/2025. Answer #8: *Choose an option…Yes & we're reconciled through 9/30Yes but we're not reconciled, so hold off on pulling this amount from QBO/QBNo – I will provide you with the amount of office supplies expenseOffice Supplies Expense:Amount incurred from 9/30/24-10/1/2025Submit Signed PPD Eng Ltr & Questionnaire
