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Useful Information and Forms

We treat you as if you're our only client!

Below you can find a number of documents that will provide information, set you up for filing seasons, or allow you to integrate our services more smoothly. We talked to our bookkeepers and tax people to learn what documents they send out regularly, what issues people call in about, and some of their go-to resources in order to provide you with useful information without having to muddle through unnecessary rules and nuances.

If you don’t see what you’re looking for below send us a text or email!

Accounting & Payroll Documents

Business & Financial Planning Documents

Tax Documents

Helpful Links

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