All 2023 forms and letter were uploaded on January 8, 2024

fOR NEW cLIENTS

Please print this form, complete it and bring it with you to your initial appointment.

For Retuning clients-2024

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

This questionnaire is now included in the one to the left.

We use this form to obtain your permission to use email and and texting to contact you.

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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.  

Personal Returns

Not-for-Profit Corporation Return

Estate and Trust Returns

EZ Not-for-Profit Corporation Return

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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.

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