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Home
Newsletters
Organizers
Links
Blog
Enrolled Agent

Organizers and Engagement Letters

2024 Individual Taxpayer Organizer- Employees and Retirees (pdf)Download

2024 Individual Taxpayer Organizer - Landlords (pdf)Download

2024 Individual Taxpayer Organizer - Sole Proprietorship (pdf)Download

2024 General Engagement Letter for Individual Tax Return Preparation (pdf)Download

2023 Individual Organizer- Employees and Retirees (pdf)Download

2023 Individual Organizer - Sole Proprietorship (pdf)Download

2023 Individual Organizer - Rental (Landlords) (pdf)Download

2023 Client Engagement Letter (pdf)Download

2022 Taxpayer Organizer- Employees and Retirees (pdf)Download

2022 Taxpayer Organizer- Sole Proprietorship (pdf)Download

2022 Taxpayer Organizer - Rental Property (pdf)Download

2022 General Engagement Letter (pdf)Download

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