2023 Client Agreement and Tax Organizers
For your convenience, you can download copies of several AFA client forms here.
- 2023 Client Services Agreement for Individuals and Married Couples. If married and filing a joint return, both Spouses should review and sign the Client Services Agreement and Use form. Submit the signed agreement documents with your tax information. Please contact the office if you need an agreement for a trust, estate, partnership or business corporation.
- 2023 Tax Organizer. Please submit the completed Organizer with your tax documents.
- Organizer for Small Businesses. This organizer can be used to summarize your business expenses, keep track of your home office expenses and track your internet/phone expenses.
- Business Vehicle Expense Organizer.