Broker Check

Worksheets


(POSTED 1/3/2023)

2022 ENGAGEMENT STATEMENT

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(POSTED 1/3/2023)

2022 CONSENT TO USE

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(POSTED 1/3/2023)

2022 CLIENT DATA SHEET

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(POSTED 1/3/2023)

2022 CHECKLIST

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(POSTED 1/3/2023)

2022 TAX ORGANIZER

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(POSTED 1/3/2023)

2022 ITEMIZED DEDUCTIONS

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(POSTED 1/3/2023)

2022 CHILD AND DEPENDENT CARE EXPENSES

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(POSTED 1/3/2023)

2022 BUSINESS USE OF PERSONAL VEHICLE

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(POSTED 1/3/2023)

2022 RENTAL INCOME AND EXPENSES

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(POSTED 1/3/2023)

2022 BUSINESS INCOME AND EXPENSES

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(POSTED 1/3/2023)

2022 FARM INCOME AND EXPENSES

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(POSTED 1/3/2023)

2022 OFFICE IN HOME

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(POSTED 1/3/2023)

FORM 8332

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(POSTED 1/3/2023)

2022 RENT CERTIFICATE

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(POSTED 1/3/2023)

CLIENT EXPECTATIONS

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(POSTED 1/3/2023)

CONSENT TO RELEASE 2022 TAX INFORMATION