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Tools and Resources

              Download the documents and open in Adobe Reader or similar program to access fillable pdf features.

              Minnesota Education Subtraction Factsheet

              Mortgage Interest Deduction Worksheet -fillable pdf

              2018 Questionnaire -fillabe pdf

              2018 Engagement Letter

              2018 Action Required Documents - fillable pdf

              New Client Organizer - fillable pdf

 

         

                 2018-2019 Tax Planning Guide

 

                   Form W-4
                   MN Form w-4
                   Form I-9
                   Form I-9 Instructions
                   Form I-9 Printable (Easier to open without Adobe)
                   Form W-9
                   More Forms
                   
                  Individual Tax Tips
                  Business Tax Tips 
                  Financial Tax Tips 
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                  Financial Tools
                  Retention Guide
                  IRS Forms
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