Client Documents

Client Questionnaire (PDF)

Consent to Use New (PDF)

Schedule C Declaration Form (PDF)

Tax Compliance Checklist (PDF)

Tax Payer Application (PDF)

Form 7202 Credit Attestation Form (PDF)

Schedule C Declaration E Sign

Tax Payer Application E Sign

Tax Preparer Notes and Questionnaire E Sign

Consent to Use E Sign Single/Head of Household E Sign

Consent to Use Married Couple E Sign

7202 Attestation Form E Sign

Tax Summary Income and Expenses E Sign