Client Resources (Click a link to download or print)Client Intake 2024- Required YearlyTax Engagement 2024 - Required YearlyCredit Card Authorization 2024 - Required YearlyClient Organizer 2024 - IndividualClient Organizer 2024 - PartnershipsClient Organizer 2024- S-Corp & C-Corp.Form 2848Rental Property WorksheetSelf Employment WorksheetDonation Value Guide