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Forms & Documents

Worksheets, Other Helpful Documents and Tax Forms.

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Client Forms

1040v Payment Form

1040v Payment Form

4868 Extension Form

4868 Extension Form

Engagement Letter

Engagement Letter

New Client Form

New Client Form

Questionnaire

Questionnaire

W-4

W-4

W-9 Form

W-9 Form

Helpful Links

1040 Estimated Payment Vouchers

1040 Estimated Payment Vouchers

Salvation Army Value Guide

Salvation Army Value Guide

Tax Exempt Organization Search

Tax Exempt Organization Search

Trump Accounts

Trump Accounts

Virginia 529

Virginia 529

Forms & Documents

News & Insights

Providing professional tax return preparation for the Roanoke Valley, Botetourt County, SML, Salem, Vinton, Central, and Southwest Virginia.

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