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Assess Your Success Workbook

Business Templates

2021-NEW-Business-Organizer-Sole-Owner
2021-NEW-Business-Organizer-Multiple-Owners
2021-EXISTING-Business-Organizer

Individual Templates

2021-NEW-Client-Organizer-Married-Filing-Separately
2021-EXISTING-Individual-Organizer-Returning-Married

Firm Administration Templates

2023-Pricing-List
Disengagement-Letter-Release-of-Information
Client-Termination-Letter
PA-Tax-Payment-Authorization
PA-Confidentality-Agreement
PA-Payment-Authorization-Form
2023-Relationship-Pricing-Options-Bookkeeping-Oversight
2023-Relationship-Pricing-Options-Bookkeeping-Included
2020-1099-Refusal-to-Issue-1099s-or-No-1099s-to-Report

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