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Tax
​Client Information Form
2018 Engagement Letter (PDF) 
​2017 Engagement Letter (PDF)
2018 Fillable Engagement Letter
​2017 Fillable Engagement Letter
Client Organizer
Power of Attorney
IRS Tax Calendar
IRS Payment Center
Where's my Refund?

Entrepreneurs
Chart of Entity Comparison

Accounting
Beginning Home Budget
Loan Amortization Schedule
Form W-9
​Savings Goal Calculator

Payroll
New Employee Packet
New Employer Packet
Form W-4
Power of Attorney
Login to CLO Payroll Service