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FINCEN BOI GUIDE

FINCEN BOI GUIDE

JJ'S CLIENT

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FINCEN BOI GUIDE

CREATING WISP SECURITY PLAN

IRS STRATEGIC OPERATING PLAN

FDIC BANK INSURED

SOCIAL SECURITY ADMIN ONLINE ACCT

ACCOUNTABLE PLAN TEMPLATE (WORD)

ACCOUNTABLE PLAN TEMPLATE (PDF))

Any Documents Provided Created

by JJ the CPA are for

EXAMPLE & INFORMATIONAL

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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