Note: Please save PDF to desktop before filling out any information.

Individual Forms (Existing clients only need to fill out the top two forms)

• 2020 Individual Client Yes/No Questionnaire
• 2020 Individual Engagement Letter
• New Client Organizer
• Disclosure Consent Form
• Consent to the Use of Tax Information
• Online Banking Authorization Request Form
• Earned Income Credit Worksheet
• Fair Market Value Guide for Non Cash Charitable Donations

Corporate Forms

• 2020 S-Corporation Engagement Letter
• 2020 S-Corporation Organizer
• 2020 C-Corporation Organizer
• 2020 Corporate Engagement Letter

Partnership Forms

• 2020 Partnership Organizer 
• 2020 Partnership Engagement Letter

Note: Please save PDF to your desktop before filling out any information.

Calculators

• • Withholding Calculator
  • IRS Direct Pay
  • North Carolina eServices
  • South Carolina MyDORWAY