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Tax Organizers & Forms
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Tax Organizers & Forms
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Tax Organizers & Forms
Tax Organizers & Checklist
Engagement Letter and Privacy Policy
(pdf)
Download
2024 Individual Taxpayer Organizer
(pdf)
Download
2024 Rental Property Organizer
(pdf)
Download
2024 Schedule C Tax Organizer
(pdf)
Download
2024 S Corporation Tax Organizer
(pdf)
Download
2024 Partnership Tax Organizer
(pdf)
Download
2024 C Corporation Tax Organizer
(pdf)
Download
Federal Tax Forms
Form W9 Request for Taxpayer Identification Number
(pdf)
Download
2025 Form W-4
(pdf)
Download
Form 2553 S-Election
(pdf)
Download
Form 8832 Entity Classification Election
(pdf)
Download
North Carolina Forms
Form NC-4
(pdf)
Download
North Carolina Taxpayer Agent Authorization Form AV-59
(pdf)
Download
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