Elevate your tax practice with our Essential Intake Forms eBook, designed specifically for tax firms looking to streamline operations and enhance organization. This comprehensive collection includes everything you need to keep your office running smoothly: client intake form, refund selection, due diligence & dependent questionnaire, AOTC form, filing status forms, Schedule C, and engagement form. Perfect for growing firms, these forms will help you bring order and efficiency to every client interaction. Get organized and set your tax office up for success!
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