Client Information Submission Forms:

1. Prospective Client Inquiry Form
2. New Client Onboarding Form
3. New Bookkeeping Client Onboarding Form
4. New Payroll Client Onboarding Form
5. New Employee - Payroll Onboarding Form

Back Year Tax Organizers:

1. Back-Year Individual Tax Organizer
2. Back-Year Corporation Tax Organizer
3. Back-Year Partnership Tax Organizer

2017 Tax Organizers:

1. 2017 Individual Tax Organizer
2. 2017 Corporation Tax Organizer
3. 2017 Partnership Tax Organizer

2018 Tax Organizers:

1. 2018 Individual Tax Organizer
2. 2018 Corporation Tax Organizer
3. 2018 Partnership Tax Organizer

2019 Tax Organizers:

1. 2019 Individual Tax Organizer
2. 2019 Corporation Tax Organizer
3. 2019 Partnership Tax Organizer

2020 Tax Organizers:

1. 2020 Individual Tax Organizer
2. 2020 Corporation Tax Organizer
3. 2020 Partnership Tax Organizer

Other Documents:

1. ENGAGEMENT LETTER – Terms and Conditions Addendum