CLICK & FILL FORMS          

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new clients

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2021 CLIENT PROFILE
1 per person
*required

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2021 ENGAGEMENT
LETTER

1 per person
*required

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AUTHORIZATION 
1 per person
*required

TAX CHECKLIST

 

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existing clients

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2021 CLIENT PROFILE
1 per person
*required

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2021 ENGAGEMENT LETTER
1 per person
*required

general forms

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TAX CHECKLIST

 

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RENTAL PROPERTY
EXPENSES



 

SELF EMPLOYED
EXPENSES



 

EMPLOYMENT
EXPENSES