Here are a few documents you may want to refer to before coming in for your appointment: Client Information Sheet - use this form to give us your personal information - names and SS#s of all family members, birth dates, contact info, etc. Individual Tax Checklist - refer to this form for typical items you may need to collect for your tax appointment. Business Summary Checklist - refer to this form for a template to help organize your business information. Rental Summary Checklist - refer to this form for a template to help organize your rental property information. Corporate Information Sheet - use this form to provide us with basic information about your business.
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