MCLR Financial Client Forms (Sorry, but these forms aren't fill-and-print ... YET, but hopefully soon!)
2011 Tax Questionnaire and Checklist for Individuals
Whether you mail in or drop off your return, or come in for an appointment, we ask all tax clients to answer these questions on this form. We provide the checklists to help you gather your tax information.
2011 Year End Business Client Request for Information
This form is a good starting point to identify the information we will require to prepare your business tax returns.
Consent for Disclosure to a Third Party
We MUST have this form before we can release confidential information about you to anybody besides you. Please print it, fill it in, and send it to us by fax (810.744.4806), or, if you have a portal with us, scan and upload it. Be sure to clearly identify exactly WHAT information we should release, WHO should receive it, and HOW it should be delivered. |