IF YOU CAN'T COME TO US WE CAN COME TO YOU
Please complete the following forms wtih your tax information to your Tax expert.
Earned Income Credit worksheet **** PLEASE FILL OUT ONLY FOR YOUR DEPENDENTS
Customer Questionnaire **REQUIRED
Consent to disclose ** REQUIRED
Consent Individual **REQUIRED
Additional EIC questions *****REQUIRED IF HAVE DEPENDENTS
Self Employment Form **** REQUIRED ONLY IF YOU ARE SELF EMPLOYED OR INDEPENDENT CONTRACTOR
Additional forms
8822-Change of Address
8879-E-file Auth
2848-POA
There is a lot of new tax laws in effect this year. So please be prepared to be asked additional questions and provide additional documentation for earned income credit
eligibilty.
Created MTBS