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8867 Due Diligence Aid

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    #46
    Form 8869 Checklist

    Would love to take a look at your checklist. Thanks for making it available.

    mikemcpc@bellsouth.net

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      #47
      Please email me a copy - my email yahoo.in@gmail.com

      Originally posted by Twin Turbo Z View Post
      We came up with a due diligence aid / (client questionnaire) that compiled some info I found on various forums and what we felt was good for us and our clientele. If anyone is interested in the pdf file, just pm me your email and I will send a copy to you. This is by no means an end all form, but an aid. Feel free to PM me any comments. I also have it in MSWord format if one would like to make changes to it to conform to their practice. Have a great day. Oh yeah, bear with me, I will try to check PM's daily. But it may be every other day or so. Have a great season.
      my Email - yahoo.in@gmail.com

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        #48
        Would like a copy please..Thank

        Originally posted by Twin Turbo Z View Post
        We came up with a due diligence aid / (client questionnaire) that compiled some info I found on various forums and what we felt was good for us and our clientele. If anyone is interested in the pdf file, just pm me your email and I will send a copy to you. This is by no means an end all form, but an aid. Feel free to PM me any comments. I also have it in MSWord format if one would like to make changes to it to conform to their practice. Have a great day. Oh yeah, bear with me, I will try to check PM's daily. But it may be every other day or so. Have a great season.
        My emails is: frankb@libertytax.com

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