Our ATP&B Client Intake Forms are designed for both personal and business filers. Personal filers can fill out their forms for an  individual taxpayer or as joint return.

 

Business clients can fill out partnership, S-corp, Bookkeeping/ Payroll & LLC intake forms by using our easy to follow instructions.

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You can file these intake forms from the comfort of your home or business office.

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Additionally, easy to read and understand service agreements are incorporated for new clients to fill out and sign. 

 

All documents can be easily and safely submitted to us for review.