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(407) 331-0678
Client Information Form (pdf)
Checklist to bring to your initial appointment (pdf)
Personal Tax Questionnaire 2024 (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)
2024 Mileage log with reimbursement (xlsx)
2025 Mileage log with reimbursement (xlsx)
Airline Personnel (pdf)
Business professionals Deductions (pdf)
Entertainer Deductions (pdf)
Realtors (pdf)
Employee Information Form (pdf)
Employee Direct Deposit Authorization (pdf)
Fl New Hire form (pdf)
Form I-9 (pdf)
2025 Form W-4 (pdf)
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