Printable Forms
Payment Forms
You may opt for onetime payment or set your payments up on a monthly schedule.
Once you have printed and filled out your information, please call or email or office and we will get you set up.
or
Client Engagement Letter
Prior to your appointment please read and sign the Engagement Letter.
This letter will ensure that you are aware of our policies and procedures regarding the preparation and filing of your tax return.
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.
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.