Tax-Related Resources

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Here are some client forms, organizers,
and helpful tax-related resources for you

NEW CLIENTS

New Client Application

Pre Visit Checklist

EXTENSION FORMS

2020 Extension Agreement – Individuals

2020 Extension Agreement – S-Corps & Partnerships

2020 Extension Agreement – C-Corporations

CLIENT FORMS & ORGANIZERS

Due Diligence Questionnaire

Request a Personal Tax Organizer

Daycare Organizer

Business Organizer: Realtors

Business Organizer: Contractors & Flips

Business Organizer: Corps & Partnerships

Rental Property Organizer

HELPFUL TOOLS

Financial Calculators

Books for Real Estate Agents, Real Estate Investors, Dentists, Chiropractors

MileIQ – Business Mileage Tracker (20% Discount via this link)

FOR REAL ESTATE AGENTS/BROKERS

New England Real Estate Articles

Real Estate Tax Tips

TAX INFO

Tax Payer Rights