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Tax Forms and Publications

The Tax Organizer is a simple form that is easy to fill out and will give us all of the necessary information we need about you to do your taxes.

Download the Tax Organizer Form

Annual Income Expense Worksheet

Monthly Income Expenses Worksheet

Personal Financial Statement

Rental Income Expenses

Unreimbursed Employee Expenses

You can use this search to find forms provided by the IRS:

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IRS Forms

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IRS Publications

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Tax Meeting Items

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Key Tax Dates

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