If you've been with us before, you might be looking for our forms like we had in prior years. Here is the complete list! Choose what you need and complete them via PDF, paper, or now Online!
01 - Tax Client Info & ID Verification
02 - Worksheets for filing your personal taxes.
03 - Worksheets for filling your business taxes.
Accounting On-Boarding Worksheet (xlsx)
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Tax strategy can be complicated. Come join us for our signature strategy session. We'll work with you to understand your specific situation and give you the advice others won't.
We guarantee to find you a way to save! You leave this meeting with a Blueprint of your financial life, a guide for tax savings, and homework!
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