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Tax Resources

New & Returning Client Packet, Helpful downloads & Other Links

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Tax resources

Client Information

2021 Tax Return Questionaire
2021 New Client Information Sheet
2021 Tax Filing Season Letter

IRS Forms

Frequently used IRS Tax Forms. Please click on the links below to download the forms.
W4 Form
W9 Form
Other IRS Forms

2021 IRS Tax Links

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Your IRS Tax Account
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