Checklist for tax returns:
Individual
Individual Question Letter
Business
Business Question Letter
Trust Question Letter
Foreign Accounts Addendum
Health Coverage Taxes and Exemptions

Fee Schedule:
Individual
Business/Other
Credit Card Authorization Form

IRS Extensions:
4868 Individual Automatic
7004 Business Automatic Extension Form
7004 Business Automatic Extension Instructions

Others:
Information Release Authorization Form
Car Form
Engagement Letter
2848 Power of Attorney Form
8822 Change of Address
8822B Business Change of Address

 

 
  Date Last Revised: February 09, 2017
 
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