Appointment Packet & Checklists
(Individuals)
New Client Basic
Information Sheet
Test
area
Corporate Appointment Checklist
Dave’s Top 15 Topicsof Taxpayer Confusion
Late developments for sales tax,
payroll tax, corp tax
List of Business Expense Categories
List of Rental Property
Expense Categories
Sales Tax -
Internet/Telephone filing worksheet
$52 LST Exemption Certificate
(please forward form and supporting documents to our office asap)
Test Area HTM.