All Clients

• Client Intake
• Refund Type Selection
• Child Dependent Care
• Schedule A Deductions
• Client Checklist 

Client Due Diligence

• Due Diligence Questions
• Non standard dependent questionnaire
• Head of household due diligence.

Schedule C Clients

• Schedule C Income Expense Form
• Schedule C Due Diligence

School Credit

• AOTC Student Acknowledgment form

Get Adobe Reader