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
End Of 2018 Year Client Information with Instructions About Important Deadline Dates
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.
Maintenance of Adequate Tax Records
Universal Tax Organizer – Please complete to the best of your ability
Potential Conflicts of Interest on Jointly Filed Tax Returns
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