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Some documents that will help you in your Engagements


  • Timesheet: This is a basic timesheet for your usage. Simply download and modify to suit your needs.
  • Annual Tax Template: Suggested information you should summarize in preparation for your annual income tax returns (both federal and state). Every situation is unique, so be sure to check with your accountant for other information you may need.
  • Assignment Template: Suggested information you should collect and keep at the end of each assignment.
  • Engagement Contract Template: An engagement contract template for your use.
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