Client Forms

Client Forms

All other Client Forms including questionnaires and worksheets may be found in the File Exchange folder in your secure portal.

WHEN USING ANY OF THE FILLABLE FORMS THAT ARE NOT CLICK AND SIGN DOCUMENTS, CLOSELY FOLLOW THE INSTRUCTIONS BELOW:

1. Open the desired document from your portal File Exchange folder.
2. CLICK DOWNLOAD OR SAVE AS to save the document to your desktop or other file folder.
3. REOPEN THE DOCUMENT FROM WHEREVER YOU JUST SAVED IT. This is now your working document. You may begin filling in information but should click save periodically and always before you close the document.
4. After completing, signing (as necessary) and saving the document or scanning to your desktop, upload to File Exchange > Document Exchange in your secure Caufield & Flood portal.

ENGAGEMENT LETTERS

• 706 Estate & Inheritance Engagement Letter Required simply Click and Sign.

• 709 Gift Tax Engagement Letter Required simply Click and Sign.

• 990 Not-for-Profit Engagement Letter Required simply Click and Sign.

• 1040 Individual Engagement Letter Required simply Click and Sign. 

• 1041 Estate & Trusts Engagement Letter Required simply Click and Sign. 

• 1065 Partnership (LLP/LLC) Engagement Letter Required simply Click and Sign. 

• 1120 C Corporate Engagement Letter Required simply Click and Sign. 

• 1120 S Corporate Engagement Letter Required simply Click and Sign. 

• 5500 Employee Benefit Plan Engagement Letter Required simply Click and Sign. 

REQUEST FOR EXTENSIONS

• 1120 C Extension Request  Required simply Click and Sign.
• 1065 & 1120S Extension Request Required simply Click and Sign.

• 1041 Fiduciary Extension Request  Required simply Click and Sign.

• 1040 Individual Extension Request  Required simply Click and Sign.

• 990 Not For Profit Extension Request  Required simply Click and Sign.

• 709 Gift Tax Extension Request Required simply Click and Sign.

OTHER

• Authorization To Release Required simply Click and Sign.
• Form 1099
• Capitalization Memo