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Library of Documents

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Download the Information You Need

Our team of professionals are ready to help you with any questions you have regarding your accounting, income taxes, financial planning and wealth management. However, we also believe in giving you the tools you need, which is why we offer this library of documents.

Browse the information we have available and click any of the documents you’d like to download to your computer. If you have any questions about the documents, please contact us.

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    • Key:
    • Word
    • PDF
    • Excel
    • PowerPoint
Newsletters
Autumn 2019 Newsletter
Autumn 2020 Newsletter
First Quarter 2021
Second Quarter 2021
Spring 2019 Newsletter
Spring 2020 Newsletter
Third Quarter 2021
Winter 2019 Newsletter
Tax Sheets
1099 Information Sheet
Farmer Tax Worksheet
Individual Income Tax OrganizerPrintable or Fillable Word Document
Individual Income Tax OrganizerPrintable or Fillable PDF Document
W-2 Reporting Information
W-2 Worksheet
Peer Review Report
Peer Review Report

Accountants with Personality

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