Forms
Tax Estimate
This tax estimate form allows clients to quickly calculate their expected tax refund, factoring in income, deductions, and credits for more accurate financial planning.
Engagement Letter
A tax engagement letter outlines the scope of tax services, responsibilities, and expectations between a tax professional and client, ensuring clear communication and mutual understanding.
Client Interview
The client interview tax form gathers essential financial and personal information from clients, ensuring accurate and comprehensive tax preparation by addressing key income, deductions, and credits.
Self-Employment
The self-employed client interview tax form collects crucial business income, expenses, and deductions, ensuring accurate tax preparation tailored to the unique needs of independent contractors and entrepreneurs.
Direct Deposit
The tax direct deposit form securely collects clients' banking information, enabling fast, electronic refunds or payments directly to their bank accounts for efficient tax processing.