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These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call.

Please visit our Business Services page for more resources.

Services and Pricing

Each business is unique and we customize a plan to meet your specific needs. Services include Business Advisory and Consulting, Tax Preparation, Accounting, QuickBooks Training and more.
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Forms – 1099 Informational Packet

This packet includes 1099 how-to information, Storen Financial forms as well as the IRS w9 form.  We’ll need this information prior to completing 1099s.
(Click here to view or download this form.)
(Click here for more information about the 1099 process.)

Resource – Starting a New Business Checklist

When you start your own business, there are multiple action items that need your attention. This checklist provides you with some important steps to take as you navigate through the process.
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Resource – Yearly Calendar – Goals and Deadlines

Planning ahead is crucial for deciding what strategies are best for your business and most importantly, knowing what the deadlines are for implementing them. This blog outlines the deadlines for each quarter.
(Click here read this blog.)

 

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