2022 Systemizer Packet L
Check the Dear Friends letter to see which form you need.
Category Past Systemizer
2022 Systemizer Packet A
Please review the Dear Friends letter to assist with what to fill out.
2022 Systemizer Packet B
Review the Dear Friends letter please to help you fill this out.
2022 Systemizer Questions
Hi, Please review and fill it out so I have this for your file.
2022 Systemizer Intro
Dear Friends, I have attached the initial paperwork for your use. It is very important that you read the Dear Friends letter before you gather your information. This year will be a little different than other years, with a helpful…
2021 Systemizer Questions
Below are the self-guided questions. The Dear Friends letter in your packet will help you determine which to download. Amy and I appreciate our long-standing relationship with you, and we sincerely value your trust and friendship. We are trying to get…
2021 Systemizer Packet L – Short Form Systemizer
See the description below to see if this is the packet for you Packet L is primarily for those with less complex income and tax scenarios. The Dear Friends letter below will help you decide if this is the best…
2021 Systemizer Packet B – Long Form Systemizer
See the description below to see if this is the packet for you Do you have any of the following: Non-employee Business Income Rental Properties Child Care Expenses Other forms of Income If yes to any of the above then…
2021 Systemizer Packet A
Hello, It is that time again… Hello, It is that time again… Below this post is an informational packet (Packet A) which I recommend you download and read. The other posts have different packets with the description above, review and…