The Engagement Letter is not a fillable form. It needs to have signatures before we can start working on returns. This is a requirement for all clients.
ALL NEW clients need to fill out a client data sheet.
All schedule C, Schedule E, and Schedule F clients need to fill out a self employed worksheet (Self employed clients, farm clients, and rental income clients).
All clients need to fill out the client Intake form.
Any client can use the Client Information sheet, but it is not required. (This is just a sheet for those who want to consolidate things in one place to make sure they have everything. Some clients prefer to have this.)
The Consent to Release Information form gives us permission to release information to someone other than the client.