RETURNING CLIENTS
- All individuals in your household who are having their taxes prepared need to complete IN FULL and sign the Authorization to Efile/Terms & Conditions form. All parts must be completed IN FULL as instructed and SIGNED (Look for the Big Black Arrows and X).
- These forms can be used to assist you in completing your Tax Return or providing me with vital information:
- RETURNING Clients – Use the Notification of Change of Information Form to notify me of any changes in your household (change of address, phone number, births etc.)
- All clients can use this Readiness Checklist to ensure they have all the slips and information they need to have their taxes completed.
- In case of separation during the taxation year you are having prepared, please complete this Separation/Custody Arrangement Form and bring it with you at tax time.
- In addition, if you have business or rental income, please complete the forms under the heading “Business Clients“.
