Customized Tax Business Intake Tax Forms Template

As a tax business owner, there are some forms necessary for the intake process, filing, and protection of your company. Xpert Tax Solutions has packaged some necessary forms that your office can use that can save and leverage your time. These forms can also be used to meet your company due diligence requirements that are required by the IRS for tax preparers for certain tax credits and deductions. In this package of downloadable forms that you can customize to fit your company:  Letterhead Form, Check Sign Out Form, Invoice Form, Direct Deposit Form, Disclosure Form, Fax Cover Form, Limited Power of Attorney Form, Main Information Form, Preparer Interview Form, Self Employment Form, Sign In Form, Sworn Statement of Resident Form, Staff Contact Form, and Time Sheet Form.