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Category: Resources

Individual Questionnarie (ESPAÑOL) 2019

Posted on January 31, 2020September 16, 2020 by bdeligio

Please fill-out, print, and bring this Questionnaire with you on your next tax appointment. You can also upload your Questionnaire to us through our Client Document Upload page

Posted in Client Forms

Individual Questionnaire 2020

Posted on January 20, 2020January 20, 2021 by bdeligio

Please fill-out, print, and bring this Questionnaire with you on your next tax appointment. You can also upload your Questionnaire to us through our Client Document Upload page

Posted in Client Forms

How IRAs Help to Increase Your Retirement Savings

Posted on January 17, 2019 by bdeligio
Posted in Video Resources

When will I get my Refund?

Posted on January 17, 2019January 17, 2019 by bdeligio
Posted in Video Resources

How to Use Withholding Calculator for Paycheck Checkup

Posted on January 17, 2019December 30, 2020 by bdeligio
Posted in Video Resources

IRS Withholding Calculator Tips

Posted on January 17, 2019April 17, 2019 by bdeligio
Posted in Video Resources

Paycheck Checkup

Posted on January 17, 2019April 17, 2019 by bdeligio
Posted in Video Resources

Personal Income Tax Organizer

Posted on January 16, 2019January 17, 2019 by bdeligio

DOCUMENTS NEEDED IN ADDITION TO YOUR COMPLETED ORGANIZER

Posted in Resources7 Comments

Itemized Deductions

Posted on January 14, 2019January 14, 2019 by bdeligio
Posted in Client Forms

Rental Income And Expense

Posted on January 14, 2019January 14, 2019 by bdeligio
Posted in Client Forms

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  • Individual Questionnarie (ESPAÑOL) 2019
  • Individual Questionnaire 2020
  • How IRAs Help to Increase Your Retirement Savings
  • When will I get my Refund?
  • How to Use Withholding Calculator for Paycheck Checkup

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