Client Forms
Davis Group, PA Forms
- Client Consent to Third-Party Disclosure of Tax Information
- Opt-Out of Electronic Filing for Individuals
- Opt-Out of Electronic Filing for Estates and Trusts
Government Forms
Employee Insurance Coverage Notices
- Form 1 - For employers who offer a health plan to some or all employees.
- Form 2 - For employers who do not offer a health plan.
eSignature Forms
Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.
Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.
