Checklist for tax returns:
Individual
Corporation or Partnership
Trust or Estate

Fee Schedule:
Individual
Business/Other

IRS Extensions:
4868 Individual Automatic
7004 Business Automatic Extension

Others:
Third Party Authorization Form
2848 Power of Attorney
8822 Change of Address
Checklist for New Client Tax Appointment
Engagement Letter

 

 
  Date Last Revised: February 11, 2008
 
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