Client Documents

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.

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