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Downloadable Forms

Downloadable Forms

Please find the forms required for 2020 tax preparation.

Required for all clients:

2020 Individual Engagement Letter

2020 Individual Information Checklist

Additional that may be needed:

Payment Authorization Form

2020 Child Tax Credit Questionnaire

2020 AOTC Credit Questionnaire

Dependent Care Questionnaire

Form 8332

Foreign Accounts Questionnaire

Small Business Questionnaire

Rental Properties Questionnaire

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