Forms and Worksheets

Click on the links below for the documents or see our other page, Profession Deductions and Logs, for more.

CLIENT ORGANIZER LETTER
TAX ORGANIZER
  TAX EXEMPT ORGANIZER
  CLIENT USE AGREEMENT
  CLIENT DISCLOSURE
  ENGAGEMENT LETTER
  PRIVACY POLICY
  AFFORDABLE CARE ACT (COVERED CA) FACT SHEET
  KEY FINANCIAL DATA INFO SHEET
  ADDITIONAL ITEMS TO BRING