Tax planning made less taxing.
These are our latest organizers for the current tax year. As part of our planning service, we will identify which organizers are right for you, and ask you to complete them to help us find additional deductions and savings.
Client Appointment and Authorization Forms
We ask our new clients to complete and bring these brief forms to our first consultation. They contain standard information that we require for your tax file. We also need permission to act as your tax adviser and preparer if you retain our services.
Client Interview Form
This checklist will ensure we receive everything we need to accurately prepare your tax returns. It’s designed for new clients, but existing clients also find it helpful as an annual reference.