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JJ THE CPA

FINCEN BOI GUIDE

FINCEN BOI GUIDE

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FINCEN BOI GUIDE

CREATING WISP SECURITY PLAN

IRS STRATEGIC OPERATING PLAN

FDIC BANK INSURED

SOCIAL SECURITY ADMIN ONLINE ACCT

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ACCOUNTABLE PLAN TEMPLATE (PDF))

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PURPOSES ONLY

INDIVIDUAL TAX ENGAGEMENT LETTER

BUSINESS TAX ENGAGEMENT LETTER

BOOKKEEPING ENGAGEMENT LETTER

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WITHDRAWAL LETTER TEMPLATE (PDF)

TAX DOCUMENT CHECKLIST

TAX SEASON CLIENT MEETING HANDOUT

NEW 1040 CLIENT PACKET PRE-MEET

YEAR-END TAX PLANNING CHECKLIST

PROFIT & LOSS EXCEL TEMPLATE

INTERNAL TAX FILE DOCUMENT ORDER

FORM 1040 BASIC PREP STEPS (NEW STAFF)

FORM 1040 PREP & REVIEW CHECKLIST

BUSINESS TAX PREP CHECKLIST

SELF-EMPLOYED FFCRA EXCEL

SETUP IRS PAYMENT PLAN

MAKE IRS TAX PAYMENT

FEDERAL TAX W/H CALCULATOR

IRS INDIVIDUAL ONLINE ACCOUNT

WHERE'S MY IRS REFUND

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