Herrick Forms Archive
2008 Engagement letter for individuals - tax work only
2008 Engagement letter for trusts - tax work only
2008 engagement letter for non-individuals - tax work only (Corporations, Partnerships, Non-Profits, etc.)
individuals: U.S. tax preparation checklist 2008
Individuals: special Vermont tax preparation checklist 2008
Individuals: Canada tax preparation checklist 2008
Trust and Estates: tax preparation checklist 2008
Business Entities (all types): tax preparation checklist 2008
Individuals with U.S. filing responcibilities 2008
Individuals with Canadian filing responsibilities 2008
Business Entities with U.S. filing responsibilities 2008
Trusts and Estates with U.S. filing responsibilities 2008
2007 Engagement letter for individuals - tax work only
2007 Engagement letter for trusts - tax work only
2007 engagement letter for non-individuals - tax work only (Corporations, Partnerships, Non-Profits, etc.)
individuals: U.S. tax preparation checklist 2007
Individuals: special Vermont tax preparation checklist 2007
Individuals: Canada tax preparation checklist 2007
Trust and Estates: tax preparation checklist 2007
Business Entities (all types): tax preparation checklist 2007
Individuals with U.S. filing responcibilities 2007
Individuals with Canadian filing responsibilities 2007
Business Entities with U.S. filing responsibilities 2007
Trusts and Estates with U.S. filing responsibilities 2007
2006 Engagement letter for individuals - tax work only
2006 Engagement letter for trusts - tax work only
2006 engagement letter for non-individuals - tax work only (Corporations, Partnerships, Non-Profits, etc.)
2006 Engagement letter for gift tax returns
individuals: U.S. tax preparation checklist 2006
Individuals: special Vermont tax preparation checklist 2006
Individuals: Canada tax preparation checklist 2006
Trust and Estates: tax preparation checklist 2006
Business Entities (all types): tax preparation checklist 2006
Individuals with U.S. filing responcibilities 2006
Individuals with Canadian filing responsibilities 2006
Business Entities with U.S. filing responsibilities 2006
Trusts and Estates with U.S. filing responsibilities 2006
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