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(407) 331-0678
Client Information Form (pdf)
Checklist to bring to your initial appointment (pdf)
Personal Tax Questionnaire 2025 (pdf)
Personal - Medical Expenses (pdf)
Farm Organizer (pdf)
Rental Property Organizer (pdf)
W-10 Dependent Care Provider Details (pdf)
Business Tax Questionnaire 2024 (pdf)
LLC or Inc Tax Organizer (pdf)
Sch-C Tax Organizer (pdf)
Home Office (pdf)
Auto & Travel (pdf)
Form W-9 (pdf)
2025 Mileage log with reimbursement (xlsx)
2026 Mileage log with reimbursement (xlsx)
Airline Personnel (pdf)
Business professionals Deductions (pdf)
Entertainer Deductions (pdf)
Realtors (pdf)
Medical Professional – Common Tax Deductions (pdf)
Employee Information Form (pdf)
Employee Direct Deposit Authorization (pdf)
Fl New Hire form (pdf)
Form I-9 (pdf)
W4 2026 (pdf)
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