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End of Year Tax Planning
End of Year Tax Planning

Help clients with end-of-year tax planning and help them prepare for the future.

Updated over a week ago

The template can be used as is and can also be customized.  

You can click on the template from the library to open it in preview mode to see what your client will see.  From the preview you can even print the template as is.

To engage your client with this template you will need to first add it to My Templates.  You can do this by clicking on the template in the library and then clicking on the Install template button on the template details.

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