Client Tax Intake Forms for Individuals – Please com
plete and provide with your tax return documents.
Use Instructions:
- Print the document – Individual Client Tax 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.
THE BELOW DOCUMENT PACKAGE IS REQUIRED BEFORE WE CAN START PREPARING YOUR RETURN—-
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
– Business
