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Client Forms

Welcome to our Client Information section!

Here, both new and existing clients can easily access the forms needed to gather essential information. If you're a new client, please fill out the new client forms to help us assist you better. For those interested in filing taxes, our dedicated forms will guide you through the process smoothly.

2025 TAX FILING FORMS

Intake Form Taxes

ITEMIZED DED.

Client Financial Form

TRUCK DRIVER

SCHEDULE C

RENTAL

BUSINESS INTAKE

BUSINESS FORMS

BOOKKEEPING EXPENSE INTAKE

New Client Forms

BOOKKEEPING INTAKE

ESTATE FORMS

Trust Questionnaire

Living Will Questionaire

Last Will & Testament

POA

Financial Plan

Basic Budget 

IMMIGRATION FORMS

PASSPORT

GREEN CARD

Puma’s Business Creation 2019©
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