Business Client Forms
New Business Client Application Form
Self Employed Schedule C Worksheet
Individual (1040) Client Forms
Guide to Doing Business with PCO CPA - (Individual 1040 Client)
New Client Application Form (Individual 1040 Client)
2016 Individual (1040) Engagement Letter
Individual 1040 Tax Organizer (Fillable)
Other Client Forms
IRS Power of Attorney Form 2848
FAQ for new clients
What to bring to your tax appointment
Client Portal help
Client Video Resources
Using your client Organizer - A quick overview to help you navigate your client organizer.
Reviewing Your 1040 Tax Return - Tips on reviewing your 1040 Tax Return.
Using File Exchange - Exchange files and data with us in a secure file exchange.
Using Remote Payroll - Learn how to navigate the remote payroll process.