Documents & Forms

2023 Engagement Letter (PDF)

2024 Individual Taxpayer Organizer (PDF)

2024 Individual Taxpayer Organizer – Rental (PDF)

2024 Individual Taxpayer Organizer – Sole-Proprietorship (PDF)

2024 Individual Taxpayer Organizer – Sole-Proprietorship and Rental (PDF)

2024 S-Corporation Tax Organizer (PDF)

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