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MCLR Financial Client Forms

(Sorry, but only certain forms are fill-and-print.)

2023 Tax Data Checklist for Individuals (fill-and-print)
Whether you mail in or drop off your return, or come in for an appointment, we require all tax clients to answer several questions on this form.  New clients must provide picture ID and copies of Social Security Cards for ALL persons named on the return. We provide the checklists to help you gather your tax information.

2023 Individual Income Tax Engagement Letter (fill-and-print)
We require all 1040 clients to sign our engagement letter to be sure you clearly understand the services we will provide and your responsibilities. If you require us to prepare state or city returns other than where you live or are employed, be sure to list them in the space provided on the first page. 

2023 Year End Business Client Request for Information
This form is a good starting point to identify the information we will require to prepare your business tax returns.

2021 Confirmation of No Form 1116 Required (for 1065 and 1120-S)
(Required ONLY for 2021!) Each individual partner, shareholder, or member can return this form for Partnership and S Corporation returns to satisfy the Safe Harbor under IRS Notice 2021-39 and avoid the requirement to attach Schedules K-2 and K-3.

Consent for Disclosure to a Third Party (fill-and-print)
We MUST have "qualified" written authorization before we can release confidential information about you to anybody besides you. Please fill it in and print it out, and then send it to us by fax (810.744.4806) or mail, drop it off, or scan and send it through the File Exchange on your NetClient CS portal.  Be sure to clearly identify exactly WHAT information we should release, WHO should receive it, and HOW it should be delivered. (NOTE: Many lenders have borrowers sign authorization forms that STILL DO NOT meet the requirements of IRS regulations and procedures issued in 2013; we cannot accept these forms.)

Request a NetClient CS Account
This form is used to sign up for a NetClient CS portal, so you can have 24/7 access to your tax returns, and optionally be able to securely send files to us at your convenience.