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HELPFUL TAX PLANNING TOOLS

Statistic calculating

Resources & Tax Planning Tools
(Click on the organizer that you would like to download.)


Schedule A Organizer
(Itemized Deductions)

Schedule C Organizer
(Profit or Loss From a Business)

Schedule E Organizer
(Profit or Loss From a Rental)

Car/Truck Expenses Organizer

Office In Home Organizer

Non-Cash Donation Organizer


Education Credits Organizer

TY2024 New Client Checklist


TY2024 New Client Interview Sheet

TY2024 Yellow Organizer (MDI)

 

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