Forms

Required Personal Tax Forms

2017 NEW CLIENT INFORMATION SHEET

2017 RETURN CLIENT INFORMATION SHEET

2017 HEALTH INSURANCE QUESTIONNAIRE

2017 PERSONAL ASSISTANCE ASSURANCE FORM  (*formally known as “Personal Audit Assistance”)

2017 S.O.U. & ENGAGEMENT LETTER

2017 RENTAL PROPERTY WORKSHEET *required for each rental property you are claiming*

2017 PERSONAL TAX ORGANIZER

Required Business Tax Forms

2017 CORPORATION INFORMATION SHEET

2017 CORPORATION ASSISTANCE ASSURANCE FORM

2017 BUSINESS TAX ORGANIZER *required if you cannot provide a Profit & Loss*

Sole Proprietor Worksheet – Form 11652E *required if you are self-employed & not an LLC*