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Client Portal

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DOWNLOAD FORMS & REPORTS

Client Forms / Formularios de Cliente

►Click Here Engagement Letter - Tax Preparation

►Click Here Carta Comproiso - Preparacion de Impuestos

►Click Here New client Form English

►Click Here Nuevo Cliente Formulario Español

Tax Preparation Checklists

►Click Here Items Needed to Prepare Taxes - English

►Click Here Documentos Necesarios Para Preparar Impuestos - Español

Refund & Payment Authorization

►Click Here Direct Deposit Authorization - English

►Click Here Authorization de Desito Director - Español

►Credit Card Authorization Form

►E-Check Payment Authorization Form

Expense Reports

►Business Expense Report

►Single Rental Property Expense Report

►Multiple Rental Property Expense Report

►Military Expense Report

►S-Corp Expense Report

►Partnership / 1065 Expense Report

Helpful Resources

►Keep Tax Records Guide

►LLC Formation Checklist

►How to Scan Documents with Your iPhone

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