Annual Tax Package

• Individual Tax Package 2020
• Business Engagement Letter 2021
• Individual Engagement Letter 2021
• 2020 Tax Organizer for Individuals
• 2020 Tax Questionnaire for Individuals
• Tax Document Request Checklist for Individuals

Client Contact Form

• Client Contact Form

• Payment Policy - ALL Returns

• Tax Return Processing Procedure - ALL Returns

• Business banking authorization form to submit payments on your behalf