Description

Tier 2 …is the last line of defense when it comes to compliance. Perfect for the high volume location or multiple site tax office. This tier includes everything in tier one ass well as additional training materials for staff.

• EIC Worksheet
• Head of Household additional documentation form
• IRS Intake Form
• 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)