2025 Client Agreement and Tax Organizers
For your convenience, you can download copies of several AFA client forms here.
- 2025 Client Services Agreement and Tax Organizer. If married and filing a joint return, both Spouses should review and sign the Client Services Agreement. Submit the signed agreement documents and Organizer with your tax information. Please contact the office if you need an agreement for a trust, estate, partnership or business corporation.
- Organizer for Small Businesses. This organizer can be used to summarize your business expenses, keep track of your home office expenses and track your internet/phone expenses.
- Business Vehicle Expense Organizer.