2018 Tax Preparation Client Intake Form Template

Whats more you can customize the name of the client intake template when you save it to you account so your forms reflect the way you practice.

2018 tax preparation client intake form template. 5 easy steps to your tax preparation. C corporation tax organizer this handout will help gather information for c corporation clients. On this form by conditioning our tax return preparation services on your consent your consent will not be valid. If you agree to the disclosure of your tax return information your consent is valid for the amount of time that you specify.

Change of address form this form needs to be filled out if you are needing your address changed on your tax return. If a dependent filed a return for 2018. Tax return intake form for those of you seeking a condensed version of the tax organizer form above we also have the template below available for you which may save you a bit of time. 2018 business deductions checklist.

Tax return questionnaire 2018 tax year page 2 of 18 5. The engagement to prepare your 2016 tax returns terminates upon the delivery of your completed returns and original documents to you. Feel free to use this file by filling in only the applicable sections and submitting that to us along with your tax documents and info. 2018 income statement template excel 2018 rental property profit loss template excel credo credit card authorization form.

2018 tax client intake questionnaire. Fees charged for tax return preparation do not include audit representation or preparing materials to respond to correspondence from taxing authorities. Married filing joint city married filing single state zip head of household county qualifying widower school code if app. Tax preparation organizers lake kennedy mcculloch.

Once you have everything completed and ready please contact our office at 480 926 0672 to get set up with our smartvault portal system so you can upload all of your documents there. In addition we need a client intake form see below a signed engagement letter and fee agreement see. Single street apt. Business mileage worksheet this worksheet is required to determine how many miles you can deduct on your tax return.

2018 2019 tax intake form intake page 1 of 7 or filing status address. Provided in january with overview of the tax season deadlines custom questionnaire the heart of the organizer with a. Provide a copy of the return. If you had compliant health insurance through an employer plan private policy or with a government plan and provide form 1095 b 1095 c or other proof of insurance document.

Saving client intake form templates to your my clients plus account is quick and easy.