fOR NEW cLIENTS

For Retuning clients-2021

A questionnaire to help you gather the necessary documents to prepare your return. All clients must complete this form

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Engagement Letters

These letters confirm the terms of our engagements with individuals or entities and the nature and extent of services we will provide. The letter also outlines what the individual or entities will provide and their obligations during the engagement.  THESE LINKS WILL BE ACTIVE ON DECEMBER 1, 2020

Personal Returns

Corporation Returns

Not-for-Profit Corporation Return

Estate and Trust Returns

Subchapter S Corporate Returns

EZ Not-for-Profit Corporation Return

Partnership and LLC Returns

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Consents to Use and to Disclose

Required before we can begin work on any personal return

Consent to Disclose Your Return to a Third Party such as to your bank or lender. This is a Fillable Form.

Permission to disclose the location of your will or trust documents to the heirs you specify

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