EA / CPA / Tax Preparer Servicing Form

The forms below are specifically for our Tax Professionals.

All: Invoice Customer, Generate & Email Power of Attorney(s), Send Tax Organizer, Send Tax Resolution Welcome Email W/ Basic Taxpayer Information Form, Start New Company Form.

form here

Contract Work – Tax Preparer Report

Tax Preparers must report all taxes prepared weekly on or before Saturday by 5pm EST.

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Submitted by: *Iryna T.Joseph S.Anthony D.

Tax Preparation Type *W2 INDIVIDUALRETIREESELF EMPLOYED / 1099 / SCH CC-CORPS-CORPPARTNERSHIPNON-RESIDENTOTHER

Client Amount Paid for Tax Preparation *

Use numbers only, no special characters or letters.

Date of Completion *

Submit

Tax Resolution: Discovery – Finalize Draft

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Submitted by: *Iryna T.Joseph S.Anthony D.

Upload Rough Draft Discovery *

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Optional Fields

Delivery OptionsDeliver to Client Upon FinalizingReturn to Me for Delivery

Client Email (If Applicable)

Submit