Client Forms2024-02-04T12:47:28+00:00
Canyon View Tax Client Forms

Canyon View Tax & Accounting

Client Forms

Here you will find a list of documents that will need to be filled out prior to our consultations. If you have any questions about the forms, or anything else pertaining to your consultation, contact us here.

Engagement Letters

Must be completed before we begin tax preparation each year. Please complete both forms if you have a business tax return and a individual tax return.

Non Disclosure Agreement

Please complete this form prior to your initial consultation for services.

What is a non-disclosure agreement?2024-02-04T12:19:53+00:00

Non-Disclosure agreements are an important legal framework used to protect sensitive and confidential information from being made available by the recipient of the information.  Companies and startup use these documents to ensure that their good ideas won’t be stolen by anyone they are negotiating with or showing information to.

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