All clients must print and fill out #1 - Primary, #2 - Intake Questions, and #3 - Engagement Letter and include these with your other tax preparation documents you provide us - W-2's, 1099's, 1095 (for health care), etc..

For a quick reference guide, see Client Steps For Tax Preparation Steps.

When filling out #2 - Intake Questions, where you answer YES to any line, refer to the far right column IF YES, TAKE ACTION and follow those instructions.

If the ACTION refers to ORGANIZER [name], return to this page for that ORGANIZER FORM, print and fill out the form and include it with your submitted packet to us.

National Association of Tax Professionals Logo
California Tax Education Council Logo
© 2007-2019 Button Tax Prep
About Us | Contact | Links