Client Tax Forms Individuals & Businesses:
Use Instructions:
- Print the document – Individual Intake Forms,
- Complete the documents,
- Bring when you provide your tax records to us for tax return preparation.
- Use this form to make it easy to know what tax documents you may need to provide us.
Combined intake form packet with the engagement letter
Businesses:
Extension Request – Businesses
Tools For Businesses:
*************************OLD 2017 Forms***********************************************************
Intake forms and Engagement letter
Tax Intake Forms Instructions Video
Other Helpful Documents
– Individual
2017 Summary generic organizer with intake forms
Individual Income Tax Preparation Engagement Letter
Checklist of Items to Bring to Tax Appointment
IRS REQUIRED QUESTIONS – DUE DILIGENCE
Client Request to Send Tax Returns and Other Info to Third Party
