Tax Preparation Client Intake Form Template

Tax return preparation we will prepare your 2016 federal and state tax returns based on information you provide.

Tax preparation client intake form template. Fill out securely sign print or email your client intake form for taxes instantly with signnow. The new client packet includes a drop off checklist a cover letter an engagement letter a questionnaire and a tax organizer. 10 2019 intakeinterview quality review sheet. 2018 business deductions checklist.

If you have a small business rental property or a farm please complete the additional organizer as well. The most secure digital platform to get legally binding electronically signed documents in just a few seconds. For each area the taxpayer has checked a box below there should be corresponding back up provided. Tax client intake form.

Tax client income and expense questions intake page 2 of 7 please note. Feel free to use this file by filling in only the applicable sections and submitting that to us along with your tax documents and info. Services for preparation of your return do not include auditing or verification of information provided by you. 2018 personal deductions checklist.

On this form by conditioning our tax return preparation services on your consent your consent will not be valid. If you had compliant health insurance through an employer plan private policy or with a government plan and provide form 1095 b 1095 c or other proof of insurance document. Fill tax preparation client intake form template edit online. Tax return intake form for those of you seeking a condensed version of the tax organizer form above we also have the template below available for you which may save you a bit of time.

Available for pc ios and android. Tax return questionnaire 2019 tax year page 2 of 18 3. To schedule a time for us to visit please call 816 220 2001 or schedule online. If a dependent filed a return for 2019.

Preparation of your tax return. Sign fax and printable from pc ipad tablet or mobile with pdffiller instantly. Review the tax preparation checklist for a list of supporting documents that you might have received. Complete our client intake forms below.

Start a free trial now to save yourself time and money. The following worksheets are to assist the taxpayer in gathering the information necessary for the preparer to complete an accurate tax return. If you have a very basic return please use the condensed organizer. 2018 tax client intake questionnaire.

2018 income statement template excel 2018 rental property profit loss template excel credo credit card authorization form. Choose either the long or condensed format depending on your tax situation and complete it to the best of your ability. Provide a copy of the return.