Here are some of the most helpful downloads to assist you with getting ready for Tax Time:
*List of documents to bring with you.
*Terms of Engagement Letter (contact me for signing this via SignNow)
*Questionnaire for New Clients Or complete online then download the list of documents from above.
*Consent to Use Of Tax Return Information (to determine eligibility for bank products – contact me for signing this via SignNow) – MUST BE SIGNED BEFORE PREPARATION BEGINS
*Consent to Disclosure Of Tax Return Information (to allow for application of bank products – contact me for signing this via SignNow) – MUST BE SIGNED BEFORE PREPARATION BEGINS
