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Links
Use the following links to access forms and other important information. Most forms are better viewed in a desktop browser.
FORMS
Request to File for an Extension
Individual Tax Planner Questionnaires
Payroll Direct Deposit Authorization
Income & Expense Tracker - 2024
Income & Expense Tracker - 2025
Payroll OnBoarding New Hire Forms - 2025
Client Resources
IRS Estimated Taxes - Calculations & Help
Direct Email Links - NEW!
!! Please do not email information containing sensitive data !!
Click here to securely upload documents
Need to send us a bookkeeping receipt?
Current Clients - Need to ask us a question regarding your account, your tax return, or your bookkeeping file?
All other inquiries:
Direcet Email Links
Client Resorces
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