GET READY FOR THE UPCOMING TAX SEASON
NEW CLIENT INFORMATION SHEET
If you are a new client please print and complete the following questionnaire prior to your tax appointment.
New Client Tax Information Sheet
CLIENT ORGANIZERS
The above is a blank organizer. We sent out personalized e-Organizers to many of our 2020 clients with client specific data and information. If you did not receive one and would like to please email us at office@apL2cpa.com