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YOUR TRUSTED ACCOUNTING, BOOKKEEPING, AND TAX PREPARATION SERVICE

DOWNLOADABLE CLIENT FORMS

New Tax Client Questionnaire - Individuals

New Tax Client Questionnaire - Businesses

New Bookkeeping Client Questionnaire

PRINTABLE REFERRAL COUPONS

Receive 10% off your tax return for each referral you provide (up to 50% off for
five referrals)!

This file contains 5 coupons and is meant to be printed as one sheet of paper using double-sided printing so that the coupon has a front and back.

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