SECURING YOR TAX CLIENT FORMS YOU NEED

THESE ARE THE FORMS YOU MAY WANT TO USE TO SECURE YOUR CLIENT
GUIDE YOU IN YOUR INTERACTION WITH YOUR CLIENTS 
ALSO INTAKE FORMS FOR  ASKING THE QUESTIONS NEEDED TO BE COMPLIANT WITH IRS GUIDLINES AS A PREPARER. 

CLIENT INTAKE FORMS
DUE DILLIGENCE FORMS
SAMPLE PRICE SHEET
TAX REFUND DISBURSEMENT FORM
SERVICE AGREEMENT FORM
SURE BATTLE PLAN - CALL SCRIPTS
INTERVIEWING TAXPAYERS