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Your Accounting Professionals l Enrolled Agent Representative

Tax Preparation All Year

Below are some forms you can download for free and fill out to come

prepared with your paperwork on the day of your appointment.

New and Returning Client Form

Business Client Information Form

Appointment Checklist

Whom May I Claim as a Dependent?

Healthcare Responsibility Penalty Estimator

Schedule A: Personal Expenses Form

Schedule E: Rental Income and Expenses Form

Schedule C: Business Expenses and 1099 form

Access Client Portal Here

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