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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

Schedule A: Itemized Deductions

Tax Appointment Form

Schedule E: Rental Income and Expenses Form 

Business Client Information Form 

Schedule C: Business Expenses and 1099 form 

First time using our client portal?
Take a look at a quick tutorial.

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