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Employee Insurance Coverage Notices
Form 1 – For employers who offer a health plan to some or all employees
Form 2 – For employers who do not offer a health plan
Tax Forms
Tax Activity Summary for the Small Business or Self Employed
Tax Appointment Questionnaire
FBAR Reporting for Foreign Bank Accounts
Accounting & Tax Agreement
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ACH Authorization Form
CC Authorization Form
Engagement Forms
Bookkeeping & Tax Engagment Letter
Year End Work Engagement Letter