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Client Service Center

Client Services
Are you seeking a bookkeeping, tax preparaton, or consultation?

* Intuit Quickbooks “Certified” ProAdvisor – * Partner Xero

* Certified Freshbook Bookkeeper

Client Service Center – Forms
New & Current Client Intake Form Property Supplemental Income Form
Request A Tax Transcript Tax Professional Intake Form
Self-Employed & 1099-M Form Tax Dependent Status Form
Educators Tax Deduction Form Employee Travel Business Expense Form
Form 8833 Form 8843
General Tax Worksheet IRS.GOV Current/Prior/Pubs
2021 W-4 Form W-9 Form
Additional Dependent Worksheet 

Client Video Center

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Qualified Business Income Deduction
IRS Small Business Self-Employed Tax Center
Itemized Deductions Changes
How to Calculate Your Quarterly Tax Estimate
Missing W2
When will I get my refund
Need A Tax Expert?
Individual Taxpayer Identification Number (ITIN)
Audits by Mail–What to Do?
Do I Need to Fill Out a New W-4?
A Tax Expert You Can Rely On
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