NEW CLIENT INFORMATION

PLEASE EMAIL ALL REQUIRED TAX DOCUMENTS TO RENÉ DILLS @ rdills.duftacct@outlook.com 

WHAT IS REQUIRED FOR NEW CLIENTS

-A COPY OF ID'S FOR ALL CLIENTS LISTED ON RETURN (DEPENDENTS ARE NOT REQUIRED)

-A COPY OF FULL SS# FOR EACH CLIENT ON RETURN AND EACH DEPENDENT BEING CLAIMED (EITHER SS CARD, LAST YEARS RETURN, OR ANY PAPERWORK WITH FULL SS # SHOWING WILL SUFFICE)

-CLIENT TAX ORGANIZER FILLED OUT, SIGNED, AND DATED (CAN BE FOUND ON FORM PAGE UNDER CLIENT TAX ORGANIZER)

-DUFT ACCOUNTING PROFESSIONAL RELATIONSHIP AGREEMENT FILLED OUT, SIGNED, AND DATED (CAN BE FOUND ON FORM PAGE UNDER AGREEMENT FORM)