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Tax Organizer
Tax Organizer
Our tax organizer gives us a comprehensive overview of the documents needed for your tax return preparation and gives you the opportunity to ask questions/receive feedback on areas you may have questions .
Scroll down to read our engagement letter and to begin the tax preparation process by answering the questions relating to the 2022 tax year.
If the organizer below is not working, please click on the button to direct you to another page to complete.
Recent Blog Articles
Protect your QuickBooks Online account from fraud by enabling multi-factor authentication (MFA). Follow our step-by-step guide to secure your financial data today.
The Supreme Court has ruled to reinstate BOI Reporting.
The recent wildfires in Los Angeles County have devastated communities, leaving thousands dealing with property loss, displacement, and financial uncertainty. In response, both the IRS and the State of California have granted tax deadline extensions and financial relief to help individuals and businesses recover.
The new year is here, and with it comes an important deadline for business owners: January 31, 2025. If you’ve paid independent contractors, service providers, or freelancers $600 or more in 2024, you may need to file a 1099 form for them. With the deadline just weeks away, now is the time to get organized. Filing your 1099s on time not only avoids penalties but also keeps your business in good standing.
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