Please click on the icons below to download or print off any of these forms.
Tax Document Checklist- Individual
Tax Document Checklist- Business
Client Consent
Payroll Questionnaire
Business Tax Questionnaire
Client Payment Authorization
Finding The Right Accountant
New Client Onboarding
Business Roundtable Presentation
The information contained in this presentation is new and ever changing. I have done my best to base it on the most recent information.
View the presentation HERE.
Small Firm Practitioners Roundtable
As a part of the Small Firm Practitioners, Jamie is sharing his knowledge with other colleagues, businesses and individuals to hopefully make this time easier! We are here to help guide our client.
View the presentation HERE.
Paycheck Protection Plan
The Orion Area Chamber of Commerce’s Webinar – PPP Update: Avoid Pitfalls and Maximizing your Forgiveness presented by James Lopiccolo of Capocore Professional Advisors.
View the presentation HERE.