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Year-End Tax Planning Letter for Individual Clients
Nov 06, 2025
44.6 KB
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Year-End Tax Planning Letter for Small Business Clients
Nov 05, 2025
45 KB
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Extension Reminder Letter for Individual Client Tax Return
Dec 09, 2024
19 KB
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Value of Hiring a CPA – A Client Marketing Presentation
Nov 07, 2024
4 MB
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2024 Tax Year in Review — Presentation for Clients
Nov 07, 2024
22.8 MB
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Document Retention Policy Template for Tax Practitioners
Mar 18, 2024
96.5 KB
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Letter to Client to Protect Against Tax-Related Identity Theft
Jan 11, 2022
83.4 KB
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Letter to Advise Client on Tax-Related Identity Theft
Jan 11, 2022
560.8 KB
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Busy season fun calendar
Dec 31, 2021
194.5 KB
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Cybersecurity Services Introduction Letter
Oct 13, 2021
218.1 KB
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Cybersecurity Client Assessment Template
Oct 13, 2021
88 KB
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Section 7216 Guidance and Sample Consent Forms
Aug 19, 2019
162.8 KB

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