Client Forms:

We update these forms every year so they are current and updated to the IRS rules and regulations.

Please use our new interactive forms to sign your engagement letter and fill out your questionnaire. If you would prefer a hardcopy, please let our office know and we can prepare one for you. You will find instructions on how to complete the questionnaire as well as helpful tips on submitting your documents.

TAX QUESTIONNAIRES:

Tax Year 2024 Questionnaires

Downloadable PDF:

ENGAGEMENT LETTERS: 

Specific client year engagement letters for Individual 1040s clients are  available for digital signing in your custom Onvio Portal. Please login to your portal to sign the documents. They must be signed prior to start to tax preparation. If we also prepare your individual income tax return, you will need to sign both the business and individual letter. If you would like a downloadable print version instead of the online version, please download the version below.

Tax Year 2024 Engagement Letters

Downloadable PDF:

3rd PARTY RELEASE FORM: 

We have determined that the IRS requires a signed release form indicating what documents need to be released and who you will be releasing them to before we can forward your secure documents to any 3rd party.
The document must be signed manually as electronic signature is not acceptable.
This form must be completed EACH TIME you need us to send any secure documents to a 3rd party. We are unable to accept a blanket authorization for future release of documents.

GENERAL FORMS:

These are blank forms and templates for your use.