Client Resources (Click a link to download or print)Client Intake 2023- Required YearlyTax Engagement 2023 - Required YearlyCredit Card Authorization 2023 - Required YearlyClient Organizer 2023 - IndividualClient Organizer 2023 - PartnershipsClient Organizer 2023- S-Corp & C-Corp.Form 2848Rental Property WorksheetSelf Employment WorksheetDonation Value Guide