CLIENT INFORMATION

1.  Disclosure Consent Form - In order for our firm to send your tax information to another party, you must first provide us with a completed Disclosure Consent Form.

2.  Record Retention Schedule - Here is a schedule which suggests how long to keep your financial records.

3.  Business Use of Company Vehicle Form - This form is used for businesses which have company vehicles.

4.  Information to Send in for Preparation of Business Tax Return - Here is a list some of the documents needed to prepare a company tax return. 

5.  Change of Address Form - Provide us with your most current address for our records.

6.  Lifes Important Moments - AICPA Brochure for providing for life's important moments

7.  2012 Tax Saving Strategies - AICPA Brochure for 2012 Tax Season

PEER REVIEW

Clark Anderson McNelis & Co., P.A. is pleased to announce another successful peer review with a rating of “pass” which is the highest rating a CPA firm can achieve under the current peer review system.  A “pass” rating is given only to those firms whose system of quality control for their accounting and auditing practice meets applicable professional standards established by the American Institute of Certified Public Accountants.  A peer review is required every 3 years and is administered by both the American Institute of Certified Public Accountants and the Idaho Society of Certified Public Accountants.  This is our seventh successful peer review since 1991.  Click here for copy of the Review.