Client Forms and Checklists
Thank you for choosing Brangham & Associates to be your trusted advisor and tax preparer. The links to our client forms are provided here for your convenience. If you can’t print the forms, don’t worry. They are all available at our office; arrive 10-15 minutes before your scheduled appointment.
To help expedite the check-in process of your tax documents, you need to complete all 2022 Required client forms. You can print your completed forms and include them with the rest of your tax documents when you drop off. Or, upload your forms to your secure web portal. If you don’t have a secure web portal setup, you may use our Guest Portal or call the office to request a personal portal set up.
Scheduling a drop off appointment with a tax professional is encouraged to discuss specific questions or concerns or upcoming changes. All new clients are required to schedule an appointment. Please call our office at 419-872-2221 or email michelle@branghamcpa.com.
Individual Tax Preparation
Individual Client Information Form – Required for all new clients & all contact information updates
Permanent Service Engagement Letter- Required for all Individual Clients. This completed service engagement letter is good until client or company says otherwise.
2022 Tax Checklist for Individuals - Required for all clients. Please take time to fill out as much as you can.
2022 EIC Validation Form - Certification of Qualifying Child(ren) by the Taxpayer. Please take time to fill out as much as you can.
2022 Refundable Credits Verification Form required only if you have a dependent child(ren) and qualify for any of dependent credits (Child Tax Credit, Additional Child Tax Credit, Earned Income Credit or American Opportunity Credit). Note: if you know that your income disqualifies you from these credits, you may skip this form even if you have dependent children.
2022 Head of Household Checklist - Required if you are claiming HOH status
Rental Property Owners
2022 Rental Property Checklist
Business Owners
Business Client Information Form– required for all new clients, businesses & any information updates
Trust and Estates
Trust Client Information Form– required for all new clients & any information updates
Estate Client Information Form– required for all new clients & information updates
Estate/Trust Engagement Letter– required for all Estate & Trust Clients
For questions about these forms, please contact our office by sending an email or calling us at 419-872-2221. Thank You