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Supplemental Templates

Below are the Supplemental Templates to accompany the Tax Organizer/Questionnaire in Intuit Link.  We use these templates to gather additional information necessary to prepare your tax returns.  Please fill out each template that corresponds to your circumstances, and save the file.  Upload the completed template back to us through Intuit Link or any other one of our file transfer methods.


2019 - Templates




New Due Diligence Requirements:  The Tax Cut and Jobs Act signed into law in December 2017 requires expanded due diligence requirements to claim certain tax credits on your tax return.  The expanded requirements do not permit us to send you a template for the following, as in prior years.  We must now send you personalized emails and/or schedule phone conversations to ensure that we have adequately documented the required questions and your responses to claim any of three tax credits


2019 - Due Diligence Questionnaires

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