Client Application Form

Introducing the Client Intake Sheet – a must-have for every tax preparer, whether you work in an office or from the comfort of your own home. Why is it so essential? It’s simple – it’s the law. The IRS mandates that you keep your clients’ files stored for up to three years. And within those files, you must have a form filled out and signed by the client, serving as evidence to support the information on the tax return you’ve prepared. This little sheet can save your entire tax business. Don’t wait any longer, get the Client Intake Sheet today and ensure compliance while safeguarding your success.