Practice Management
Useful Forms
- Client Source Document Inventory
- Declination to amend CA return for IRS assessment
- Disclaimer for divorced couples
- Estimated Tax Voucher Envelopes
- Marital Filing Status Election
- Not Required to File Follow Up Letter
- Priority and Focus list
- Statement of Physical Separation
- Terms and Conditions
- Verification of Self-Employment
- 2021 Recovery Rebate Credit (EIP)
- 2021 Child Tax Credit Payments
Agreement Forms
- Extension Acknowledgement Agreement
- Hold Harmless Agreement – Confidentiality
- Hold Harmless Agreement – Mailing
- Hold Harmless Agreement – Mortgage Interest Deduction
- Payment Plan Agreement – Adobe Fill & Print
- Payment Plan Agreement – Editing Enabled
- Tax Return Engagement Agreement
- Tax Planning Declination
- Processing Cover Sheet — Business Entities
- Processing Cover Sheet — Estates and Trusts1041
- Processing Cover Sheet — Individuals