Broker Check

Worksheets


(POSTED 12/26/2023)

2023 ENGAGEMENT STATEMENT

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(POSTED 12/26/2023)

2023 CONSENT TO USE

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(POSTED 12/26/2023)

2023 CLIENT DATA SHEET

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(POSTED 12/26/2023)

2023 CHECKLIST

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(POSTED 12/26/2023)

2023 TAX ORGANIZER

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(POSTED 12/26/2023)

2023 ITEMIZED DEDUCTIONS

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(POSTED 12/26/2023)

2023 CHILD AND DEPENDENT CARE EXPENSES

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(POSTED 12/26/2023)

2023 BUSINESS USE OF PERSONAL VEHICLE

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(POSTED 12/26/2023)

2023 RENTAL INCOME AND EXPENSES

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(POSTED 12/26/2023)

2023 BUSINESS INCOME AND EXPENSES

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(POSTED 12/26/2023)

2023 FARM INCOME AND EXPENSES

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(POSTED 12/26/2023)

2023 OFFICE IN HOME

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(POSTED 12/26/2023)

FORM 8332

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(POSTED 12/26/2023)

2023 RENT CERTIFICATE

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(POSTED 12/26/2023)

CLIENT EXPECTATIONS

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(POSTED 12/26/2023)

CONSENT TO RELEASE 2023 TAX INFORMATION