2023 CLIENT INTAKE QUESTIONNAIRE
Please fill this form essential details to better understand your needs, preferences, and objectives, enabling us to tailor our services to best suit your requirements.
PRINCIPAL RESIDENCE DESIGNATION
Easily designate your principal residence and manage your primary dwelling for tax and legal purposes, ensuring compliance and maximizing benefits.
Optimize your rental property management with this worksheet. Crafted to simplify expense tracking, maximize deductions, and streamline tax preparation processes.
EMPLOYMENT EXPENSES WORKSHEET
This worksheet is tailored to streamline the tracking of work-related expenses so that you can optimize deductions, and simplify tax filings.
SELF EMPLOYMENT WORKSHEET
This worksheet is tailored specifically for self employed individuals and those who own unincorporated businesses.