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Hi All,
I am in the process of starting a small accounting/bookkeeping business as a side gig and was wondering if anyone was willing to share a checklist of documents needed for onboarding both new individual clients as well as new small business clients. Looking to have a checklist that I can send to clients in order to gather the proper info to begin working on their tax prep.
Thanks!
AUD - 76
BEC - 75
FAR - 77
REG - 81"No need to worry, my accountant handles that" - The Notorious B.I.G.
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