Catherine L. Ozment, CPA PLLC
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​Your Tax Coach.

Request a Quote

Tax​ 
​
Online Tax Packet 
​Complete & Submit Forms       
Electronically: *must be completed


*2020 Online Tax Packet 
*2020 Engagement Letter

Deposit Acknowledgement
Fee Schedule

Printable Tax Packet
Print & Complete Forms to drop off:

Client Tax Organizer
If existing client please call us for a custom tax organizer
2020 Client Information Form

2020 Engagement Letter

Deposit Acknowledgment
Fee Schedule



IRS Tax Calendar
IRS Payment Center
Where's my Refund?
Tax Tips:
 - Selling Your Home


Payroll 
New Employee Packet
New Employer Packet

Form W-4
Power of Attorney

Form I-9
Texas New Hire Form
Contractor Packet 
Form W-9

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Entrepreneurs
Chart of Entity Comparison

Accounting
Beginning Home Budget
Loan Amortization Schedule

​Savings Goal Calculator




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Copyright © 2017
  • Home
  • About
  • Services
  • Resources
  • The CLO Team
  • The Bottom Line
  • Contact
  • Trusted Accounting and Tax Advisory Services