CLIENT DROP-OFF WORKSHEET
Would you like to save time by filling out our drop-off worksheets at home before you come in? Please download the appropriate form, fill it out, and bring it in with you when you come.
Drop-off worksheet and checklist.
There are some new questions this year on our drop-off worksheets.�Additional information regarding 1099 forms and Foreign Financial Assets can be found by clicking on the following links:
1099 Fact Sheet
Foreign Financial Assets Fact Sheet.
Would you like research
done on a specific topic? Let us know by E-mail. We can call
you with any specifics regarding your request.