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THE ARCHITECT OF YOUR BUSINESS

Client TaxDome

Clients can access tax documents whenever they need them.

Illinois Secure Choice Retirement Savings Program

Illinois Secure Choice Retirement Savings Program

Child Tax Credit Video

Tips to organize tax records

Child Tax Credit Information

Forms &
Worksheets

Auto Expense Tracking

Charitable Contribution Cash

Donor Non-Cash Valuation

Direct Deposit Authorization

Extension Request Form

Non-Cash Charitable Contribution

Individual Taxpayer Organizer

Business

Startup

Tax Projection Checklist

New Employee Packet

Business
Tracking 2023

2022 Mileage Log

Rental Property

Realtor Tracking

Independent Contractor

Business
Tracking 2022

Realtor Tracking

Rental Property

2022 Mileage Log

Ind Contractors

Deduction
Worksheets
2022

Business Professionals

Vehicle & Travel Worksheet

Organization

Tools

Daily Worksheet

Weekly Planning

Realtors

LMM Letter to Realtors

Realtor Deductions

Realtyzam - Accounting & Bookkeeping Software Brochure

2022 Realtor Tracking

Rental

Owners

LMM Letter to Rental Owners

RentalHero - Accounting &

Bookkeeping Software

Brochure

2022 Rental Property Tracking

Helpful Websites

& Calculators

Internal Revenue Service

IL Dept of Revenue

IRS Withholding

Sales Tax Deduction

Alternative Min Tax (ATM)

Social Security

Social Security (WEP)

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