Important Due Diligence Checklists

Volume 2017-3 (Tax Informative Newsletter -
Winter)

CAFe Ancillary Services Engagement

Volume 2018 (Year End Notice) - Select Clientele

Coupons

Rental Deductions Checklist

Entity Incorp Assistance Guide

Intake Questionnaire (FULL)
(new clients)

Refer a Friend (3)

Newsletter

Gen Deductions Checklist

Checklists

TAX OFFICE DECLARATION OF REPRESENTATION & AUTHORIZATION FORM

Volume 2019-1 (Tax Informative Newsletter - Post Season)

United2Support Inc - A 501(c)(3) Tax-Exempt Nonprofit Organization

Files and Documents

Tax Preparation Links

Vision - Action - Integrity - Results

Child/Dependent Due Diligence Form

CAFe Privacy & Safeguarding Policy

Intro and Pre-Question&Answer

Audit Assistance ID Protection (stand-alone)

Optional Response Form

Clergy Deductions Checklist

**NEW! 2024 CAFe Letter of Engagement

Commercial Terms
and Conditions

ALL TAX SERVICES MAY BE COMPLETED REMOTELY.

Tax questionnaire responses may be completed and submitted manually using the forms located on the Client Tools tab or using the enhance tax software tool.

YOU MAY CREATE AN ACCOUNT USING THE SECURE FOLDER LINK ABOVE or contact our office using the CONTACT US tab.

CAFe Print Production Order Form

Information Return Due
dates (W2-1099s)

Transmittal Sheet (SIMPLE)
alternate to FULL Questionnaire

HoH and EITC Due Diligence Form

Click here for the new SECURE FOLDER (returning and New Client account request)