We require the following forms to be completed by all clients at the commencement of services:
Re: Tax Return Preparation
Client Representation Letter – Please sign and date at the bottom and return to our office
Affirmation of Health Insurance in Compliance with the Affordable Care Act [“ObamaCare”] – Please complete this form, as we require it for every individual income tax return prepared after December 31, 2015.
Universal Tax Organizer – Please complete to the best of your ability
Year End Compiler Schedule C – For Business Owners that are Sole Proprietors
RE: Tax Controversy
Tax Controversy Disclaimer – Please sign and date at the bottom of page 2 and return to our office