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CLICK & FILL FORMS          

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personaltaxes

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newclients

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NEW CLIENT INTAKE FORM
1 per person
*required

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ENGAGEMENT
LETTER

1 per person
*required

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AUTHORIZATION 
1 per person
*required

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TAX CHECKLIST

 

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existingclients

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CLIENT INTAKE FORM
1 per person
*required

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ENGAGEMENT LETTER
1 per person
*required

generalforms

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TAX CHECKLIST

 

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RENTAL PROPERTY
EXPENSES



 

SELF EMPLOYED
EXPENSES



 

EMPLOYMENT
EXPENSES



 

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