Ross Tax Pro

ROSS TAX PRO

254-Tax Consultants

Andreaa Chan'nel, MPA

EFIN 748335 · P03215544

ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335

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Business Documents

IRS forms, agreements, compliance docs, organizers

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Document NameCategoryDateActions
IRS Form 2848 — Power of Attorney
IRS Forms2025-01-01
IRS Form 8821 — Tax Info Authorization
IRS Forms2025-01-01
Client Engagement Letter 2025
Agreements2025-01-15
WISP — Written Information Security Plan
Compliance2025-01-10
Preparer Due Diligence Checklist
Compliance2025-01-01
Refund Advance Authorization Form
Bank Products2025-01-20
Business Tax Organizer 2025
Organizers2025-01-05
Individual Tax Organizer 2025
Organizers2025-01-05
EITC Due Diligence Questionnaire
Compliance2025-01-01
Privacy Policy — GLBA Notice
Compliance2025-01-01
Andreaa Chan'nel, MPA
Role:ERO Admin
PTIN:P03215544
EFIN:748335
Signed in 04:44 PM
Session: 0m
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EFIN 748335 · TY2025