Appointment Forms

ACA Requirement Questionnaire

Consent to Use Tax Return Information

EIC Questionaire for Individual Tax Preparation

Engagement Letter

Client Intake – Permanent File Form

Questionaire

New Client Packet: This information requested in this packet is required before we can start preparing your return.

  • Engagement Letter
  • Client Intake Form (Permanent File)
  • EIC Questionnaire
  • ACA Requirement Questionnaire
  • Tax Return Questionnaire
  • Consent

Returning Client Packet with an appointment: If we have prepared your return in the previous year, you will only need to complete the forms included in this packet.

  • Engagement Letter
  • Client Intake Form
  • EIC Questionnaire (if you had an Earned Income Credit last year)
  • ACA Requirement Questionnaire
  • Tax Return Questionnaire
  • Consent

Returning Client Drop Off: This information requested in this packet is required for any client dropping off their taxes for preparation.

  • Engagement Letter
  • Client Intake Form
  • EIC Questionnaire (if you had an Earned Income Credit last year)
  • ACA Requirement Questionnaire
  • Tax Return Questionnaire
  • Consent
  • EIC Questionnaire for Individual Tax Preparation
  • ACA Requirement Questionnaire
  • Tax Return Drop Off Checklist
  • Tax Return Organizer
  • Tax Return Questionnaire
  • Consent to Use Tax Return Information