RESOURCES

• Sample Spreadsheets - Our Google Drive Folder​

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• Frequently Asked Questions

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• What is an "tax extension?"

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• Bank Account Information Form - to facilitate tax payments

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• Enroll in our ACH Payment Service - to pay our invoices

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• Make a Payment to the IRS via DirectPay​

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• K-1 Information Form - for K-1s recipients (limited partners, trustees, estate beneficiaries)

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• Bookkeeping and Accounting Expectations for Business and Entity Tax Returns

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