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The tax organizer will help you organize your tax information and make sure you don't miss any important deductions. Whether you do your own tax return or use the services of an accounting firm like ours, you'll find it useful and informative.
We are experts at preparing income tax returns. Our tax organizer will help you gather your tax information and make filing your income tax returns trouble-free.
Download our Client Questionnaire, print it out, and get started today. You will need Adobe Acrobat reader to view and print the form out. Please contact us at the office any time if you have questions.
Record Retention worksheet
Office in the home worksheet
Charitable Contributions Form
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