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(407) 331-0678
Client Information Form (pdf)
Checklist to bring to your initial appointment (pdf)
Personal Tax Questionnaire 2023 (pdf)
Personal Tax Organizer Form 1040 (pdf)
Personal - Medical Expenses (pdf)
Farm Organizer (pdf)
Rental Property Organizer (pdf)
W-10 Dependent Care Provider Details (pdf)
Business Tax Questionnaire 2023 (pdf)
LLC or Inc Tax Organizer (pdf)
Sch-C Tax Organizer (pdf)
Home Office (pdf)
W-9 Form (pdf)
Auto & Travel (pdf)
Airline Personnel (pdf)
Business professionals Deductions (pdf)
Entertainer Deductions (pdf)
Realtors (pdf)
Employee Information Form (pdf)
Employee Direct Deposit Authorization (pdf)
Employee Form I-9 (pdf)
W4 2024 (pdf)
Fl New Hire form (pdf)
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