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 Menu
Beard & Associates, LLC Logo
  • Home
  • About Us
    • Firm Profile
    • Staff
  • Services
    • Tax & Accounting Services
    • Tax Resolution Services
  • Resources
    • Client Forms
    • Financial Calculators
    • Record Retention Guide
    • IRS Publications
    • IRS Forms
    • Tax Appointment Checklist
    • Tax Rates
    • Tax Due Dates
    • Taxpayer Rights
    • Tax Glossary
    • Subscribe to Tax Calendar
    • IRS Withholding Calculator
    • Where is My Refund?
  • Client Portal
  • Newsletter
    • Latest Edition
    • Newsletter Archives
    • Subscribe
  • Contact
    • Contact
    • Request Appointment
    • Share Testimonial
  • (248) 246-6474

Client Forms

Client Forms

General

  • Client Onboarding Questionnaire
  • Foreign Accts & Digital Assets Questionnaire
  • Privacy, Disclosure & Consent Policy

Individual

  • Individual Tax Engagement Letter
  • Heath Care Coverage Questionnaire

Business

  • Business Tax Services Engagement Letter
  • Business Tax Services Fee Agreement
3401 Rochester Road, Ste. A
Royal Oak, MI 48073
yourtaxpro@beardllc.com
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