CRM Tax Questionnaire Form for
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CRM Tax Questionnaire Form for
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CRM Clients Service AgreementFor new AND returning clients, please print out this service agreement. Once you have read it, sign and return with the rest of your tax documents.
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Small Business Expense FormDo you have a small business? Fill out this form and email it to us or bring with the rest of your tax documents.
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Rental Property FormDo you have rental property? Fill out this form and email it to us or bring with the rest of your tax documents.
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