To help you prepare for your appointment and to help you achieve the best results, we have developed a few organizers to help you plan.
Client Interview Checklist
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the Client Interview Checklist
Client Contact Information
The TaxPlus+ Organizer for Client Contact Information will help you prepare for your tax preparation meeting. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Client Contact Information
Self-Employed Income and Expenses Organizer
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Self-Employed Income and Expenses
Income and Adjustments Organizer
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Income and Adjustments
Industry Specific Expenses Organizer
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Industry Specific Expenses
Itemized Deductions Organizer
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Itemized Deductions
Rental Properties Organizer
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Rental Properties
