2010 Tax Organizers

Below are tax organizers for new clients to use. Print out the appropriate organizer and complete the applicable pages. All organizers must have the client engagement letter signed and all questions answered from the questionnaire pages. Bring this and copies of tax forms and any other pertinent documents to our tax meeting.

Call me if you have any questions and to setup your tax meeting.

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QuickBooks Training, Accounting, Tax and Controller Services in Cobb, Marietta, and Surrounding Atlanta Georgia

Mike Williford, MBA, Advanced Certified ProAdvisor

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