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Client Forms


Individual - New Client Forms

1.  Checklist of Things to Bring

2.  New Client Questionnaire

3.  Taxpayer Organizer

Business - New Client Forms 

1.  Checklist of Things to Bring

2.  New Client Questionnaire 

3.  Taxpayer Organizer

Additional Forms

1.  Disclosure Authorization

Additional Information:

1.  Budget Worksheet

2.  Contribution Finder

3.  Entity Checklist / Comparison with TN F&E Discussion

4.  Medical Expense Deductions

5.  Paying Your Taxes 

6.  Subcontractors vs. Employee
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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