Are you a tax professional that will be participating in the upcoming tax season?

Have you grown tired of sending countless emails or text messages back and forth to your client about missing documents and other informatiin that you need to make sure that your due diligence is up to par with the requirements of the IRS? If so, then this is exactly what you need. It's a one and done type of form, easy to read, and it was drafted to ensure that you, your office and your business are in compliance. 

There is no editing that needs to be done. Simply download and print off copies to attach to each clients file.

Tax Client Information Sheet

Excluding Sales Tax