Client Forms

2018 Individual Tax Return Compliance Engagement Letter

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Health Insurance Minimum Essential Coverage (MEC) Certification

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Identification Certification

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Items of Note for 2018 Tax Returns

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Tax Reform Basics for Individuals and Families

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Tax Cuts and Jobs Act: Impact on Individuals

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Tax Cuts and Jobs Act: Impact on Businesses

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2018 Income Tax Organizer

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Financial Planning Services

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Client Information & Balance Sheet

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