New clients: please print and fill out these forms to bring with you to your appointment:

• Tax Preparation Checklist - make sure you have all the necessary documentation to start your tax return
• Engagement Letter - required form that outlines the agreement between the client and Tax-Pro
  
• General Information Sheet - required form for new clients
  

Already a client? Please use these forms to prepare for your appointment.

• Tax Preparation Checklist - make sure you have all the necessary documentation to start your tax return
• Engagement Letter - required form that outlines the agreement between the client and Tax-Pro
  
• Confidence Guarantee Plus - use this program to guarantee free representation in the event of an audit

Special circumstances? Please use these forms, if applicable:

• Earned Income Credit Eligibility Checklist
  
• Form 8332 - release of claim to exemption of child of divorced or separated parents
  
• Confidence Guarantee Plus - use this program to guarantee free representation in the event of an audit