What documents do I need for the tax appointment?

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Click Here to View our Individual Tax Organizer PDF

Click Here to View our Sole Proprietorship (Sch C) Tax Organizer PDF

Click Here to View our LLC and Corporation Tax Organizer PDF

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What documents do I need for the bookkeeping services?

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Click Here to View our Bookkeeping Services PDF

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Noncash Charitable Donation Guide PDF 

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