CLICK & FILL FORMS          

form.jpg
client.png

new clients

form.jpg

CLIENT PROFILE
1 per person
*required

form.jpg

ENGAGEMENT
LETTER

1 per person
*required

form.jpg

AUTHORIZATION 
1 per person
*required

form.jpg

TAX CHECKLIST

 

client.png

existing clients

form.jpg

ENGAGEMENT LETTER
1 per person
*required

general forms

form.jpg
form.jpg

TAX CHECKLIST

 

form.jpg
form.jpg
form.jpg

RENTAL PROPERTY
EXPENSES



 

SELF EMPLOYED
EXPENSES



 

EMPLOYMENT
EXPENSES