Forms & Resources
CLIENT INTERVIEW FORM:
Client Interview Form (Excel Spreadsheet)
THIRD-PARTY RELEASE CONSENT FORM:
Requests for verification of information : AICPA Guidance for CPAs asked to provide verification to third parties
In order to disclose your information to a third party, we must have prior written consent on file. If you will complete this Third Party Release Consent Form, we will forward the requested information to the listed third party.
Tyler, TX 75703
(888) 830-7539 fax