Client Materials – EXCELDAT

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Audit And Tax Notices: Common Triggers And Processes
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Audit And Tax Notices: Common Triggers And Processes (PDF Only)
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Compounding Returns: The Key To Building Long-Term Wealth
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Compounding Returns: The Key To Building Long-Term Wealth (PDF only)
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End Of Year Financial Planning Checklist
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End Of Year Financial Planning Checklist (PDF)
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Essential Medicare Guide
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Essential Medicare Guide (PDF)
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Essential Tax Information
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Essential Tax Information (PDF Only)
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Key College Funding Data
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Key College Funding Data (PDF)
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Long-Term Care Planning Strategies
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Long-Term Care Planning Strategies (PDF Only)
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Multi State Tax Reference
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Multi State Tax Reference (PDF)
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Small Business Tax Essentials
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Small Business Tax Essentials (PDF Only)
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Social Security Reference Guide
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Social Security Reference Guide (PDF)
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Tax Preparation Checklist: Business
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Tax Preparation Checklist: Business (PDF Only)
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Tax Preparation Checklist: Personal
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Tax Preparation Checklist: Personal (PDF Only)
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Understanding Common Business Structures
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Understanding Common Business Structures (PDF)
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Audit And Tax Notices: Common Triggers And Processes

Audit And Tax Notices: Common Triggers And Processes (PDF Only)

Compounding Returns: The Key To Building Long-Term Wealth

Compounding Returns: The Key To Building Long-Term Wealth (PDF only)

End Of Year Financial Planning Checklist

End Of Year Financial Planning Checklist (PDF)

Essential Medicare Guide

Essential Medicare Guide (PDF)

Essential Tax Information

Essential Tax Information (PDF Only)

Key College Funding Data

Key College Funding Data (PDF)

Long-Term Care Planning Strategies

Long-Term Care Planning Strategies (PDF Only)

Multi State Tax Reference

Multi State Tax Reference (PDF)

Small Business Tax Essentials

Small Business Tax Essentials (PDF Only)

Social Security Reference Guide

Social Security Reference Guide (PDF)

Tax Preparation Checklist: Business

Tax Preparation Checklist: Business (PDF Only)

Tax Preparation Checklist: Personal

Tax Preparation Checklist: Personal (PDF Only)

Understanding Common Business Structures

Understanding Common Business Structures (PDF)

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