Broker Check

Worksheets



(POSTED 1/4/2022)

2021 ENGAGEMENT STATEMENT

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(POSTED 1/4/2022)

2021 CONSENT TO USE

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(POSTED 1/4/2022)

2021 CLIENT DATA SHEET

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(POSTED 1/4/2022)

2021 CHECKLIST

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(POSTED 1/4/2022)

2021 TAX ORGANIZER

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(POSTED 1/4/2022)

2021 ITEMIZED DEDUCTIONS WORKSHEET

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(POSTED 1/4/2022)

2021 CHILD AND DEPENDENT CARE EXPENSE

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(POSTED 1/4/2022)

2021 BUSINESS USE OF PERSONAL VEHICLE

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(POSTED 1/4/2022)

2021 RENTAL INCOME AND EXPENSES

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(POSTED 1/4/2022)

2021 BUSINESS INCOME AND EXPENSES

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(POSTED 1/4/2022)

2021 FARM INCOME AND EXPENSES WORKSHEET

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(POSTED 1/4/2022)

2021 OFFICE IN HOME WORKSHEET

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(POSTED 1/4/2022)

FORM 8332 RELEASE OF CHILD EXEMPTION

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(POSTED 1/4/2022)

2021 RENT CERTIFICATE

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(POSTED 1/4/2022)

CLIENT EXPECTATIONS

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(POSTED 1/4/2022)

CONSENT TO RELEASE TAX INFORMATION