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Product Details

Intake Form and Notes Bundle

The Intake Form and Notes Bundle is designed to streamline your tax preparation process and ensure due diligence compliance with ease. This comprehensive package includes a range of customizable, downloadable forms tailored to enhance your office management and client interactions. Included in the bundle are essential forms such as the Letterhead Form, Check Sign-Out Form, Invoice Form, Direct Deposit Form, Disclosure Form, Fax Cover Form, Limited Power of Attorney Form, Main Information Form, Preparer Interview Form, Self-Employment Form, Sign-In Form, Sworn Statement of Residency Form, Staff Contact Form, and Time Sheet Form. Each form is available in both printable and fillable formats, making it suitable for in-office or virtual use. Additionally, the bundle features a Due Diligence Compliance guide with sample questions and notes to help you navigate compliance requirements confidently. These vetted questions and note examples have been proven to help avoid due diligence fines, ensuring your business operates smoothly and professionally. Whether you’re looking to stay organized, improve client interactions, or maintain compliance, this bundle provides the tools you need to succeed. Get your Intake Form and Notes Bundle today and elevate your tax preparation process!

Intake Form and Notes Bundle

$189.00Price
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