Client Forms
 

Shaw & Associates Client Forms:

General Forms:

Instructions for Sharefile - Our secure website that allows you to upload and download documents safely and securely.

Instructions for Fillable PDFs

Shaw & Associates Green Tax Process

Tax Questionnaires:

2011 Individual Tax Questionnaire - FILLABLE (Adobe fillable form - Complete on your computer, save, then submit to Shaw & Associates)

2011 Individual Tax Questionnaire - NON FILLABLE (Adobe non-fillable form - Print form, complete by hand, then submit to Shaw & Associates

2011 Business Tax Questionnaire - FILLABLE (Adobe fillable form - Complete on your computer, save, then submit to Shaw & Associates)

2011 Business Tax Questionnaire - NON FILLABLE (Adobe non-fillable form - Print form, complete by hand, then submit to Shaw & Associates)

Representation Letters:

2011 Individual Representation Letter

2011 Business Representation Letter

Financial Planning:

Client Financial Summary

Financial Client Intake Questionnaire

Budget Analyzer