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Resources
Individual Documents (Scroll Down for Businesses)
The FIRST FOUR are required:
2023 Client Information Sheet for Individuals
2023 Engagement Letter for Individuals
2023 AAG Has Received All Documents for Individuals
2023 Power of Attorney (Req'd for 2022 taxes)
2023 Extension Request Individual
Business Documents (Scroll up for Individual)
The FIRST FOUR are required:
2023 Business Client Information Sheet
2023 Business Client Engagement Letter
2023 AAG Has Received All Documents from Business
2023 Power of Attorney for Businesses
2023 Business Extension Request
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