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Document Resources

 The Tax Organizer is designed to help you collect and report information needed to prepare your income tax return. 


 The mileage request document is recording the ending odometer at the end of the business day on December 31.  Please return it to us (via fax, email, or mail)  for safekeeping until we are ready to file your tax returns. 

Updated Tax Organizer (pdf)

Download

Mileage Request (pdf)

Download

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