Links

Use the following links to access forms and other important information.  Most forms are better viewed in a desktop browser.

FORMS:

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New Client Information Form​

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Individual Tax Planner Questionnaires

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Payroll Direct Deposit Authorization

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Client Resources:

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Do I Need To File A Return?

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Intuit Link Portal

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QuickBooks Online Login

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MileIQ Mileage Tracker

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Client Data Security

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IRS Withholding Calculator