Broker Check

PRINTABLE FORMS

BTA, Inc Flyer

The BTA, Inc Flyer will allow you to get to know us a little better and includes some helpful reminders and a checklist.  Please bring the completed paperwork to your upcoming appointment.

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Client Letter

Please fill out the 2017 Engagement Letter prior to your appointment. This letter will ensure that you are aware of our policies and procedures regarding the preparation and filing of your taxes.

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Tax Questionnaire

The 1040 Tax Questionnaire will help ensure that we cover many of the questions that will come up during your tax appointment.  Please bring the completed paperwork to your upcoming appointment.

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