Description

Tier 1 …is your first line of defense when it comes to compliance. Perfect for the single location tax office. This tier 1 includes the following 2020 forms:

• Intake form
• Letter of Engagement
• Itemized Deduction Organizer
• Employee Business Organizer
• Schedule C – Questionnaire and supporting documentation
• Rental Property Organizer
• Schedule F Questionnaire
• Client Notation Form
• Tax Year 2023 Tax changes and update desk reference guide (8 pages)