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    • About Us
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  • Home
  • About Us
  • Efin Assistance
  • Product Packages
  • Software Login
  • Tax Prep
  • Help Desk
  • Preparer's Page
  • File Uploads

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Preparer Videos

How to setup the Financialplus Mobile App

Completing a Basic Return in Forms Mode

Invoicing a Client for Payment

How to Upload your documents and use the Signature Pad

Client Forms

FPS Client Data Sheet (pdf)

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Client Engagement Letter (pdf)

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Client Data Sheet - FPS Spanish Version (pdf)

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Sch-C-Due-Diligence (1) (pdf)

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Profit and Loss Statement - fps (pdf)

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FPS Income and Expense Sheet (pdf)

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A Guide to Reconstruct a Taxpayers Schedule C Return (pdf)

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Schedule C Reconstruction Due Diligence Questions (pdf)

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Medical Expenses Worksheet (pdf)

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Donation Worksheet - fps (pdf)

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Mortgage and Interest Worksheet - FPS (pdf)

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App Information - fps (pdf)

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App Info for taxpayers (pdf)

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Client Engagement Letter (pdf)

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