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Useful Documents
Need help with organizing?
Templates from Sassy Tax
We have several templates created by Stephanie that can assist in organizing your income and expenses (deductions). Not everyone needs to pay for a monthly accounting software!
If you're interested in getting these templates, just let us know!
Current Year Client Forms
Every year, our clients fill out checklists, engagement letters and other forms that help us better serve them and prepare complete and accurate tax returns.
If you're a client and you missed the email we sent out, you can click on the appropriate box below and it will take you to it!
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