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W-2s, interest/dividends
1099s, Schedule D, Schedule B
Schedule C, 1099-NEC
Schedule E, complex deductions
Multiple sources, trusts, K-1s
Basic operations
Payroll included
Complex structure
501(c)(3) organizations
Full service
Catch-up service, financial statements
Prepare for tax season
QuickBooks integration
State filing, EIN, operating agreement
Articles, bylaws, stock certificates
Federal tax ID number
Local permit requirements
CP2000, audit notices, correspondence
Installment agreements with IRS
Settle tax debt for less
Full representation, documentation
Strategy session, projections
Ongoing advisory, 4 sessions/year
Optimal business structure advice
Exit strategies, wealth transfer
48 hours delivery
Urgent delivery
Split payments
Pay upfront
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