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Newsholme Financial Services, Inc.
Accounting and Tax Preparation

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Welcome to the 2025 Tax Season (must read)		2025 Tax Season Engagement Letter (must complete)
2025 Form 1099 Preparation Engagement Letter (must complete)		New Client Sheet (complete if information has changed)
2025 Document Checklist for Gathering Tax Data (must read)		Tips to Avoid Identity Theft (optional read)
Consumer Bill of Rights, Non-NYC (must read if a resident of NY)		Consumer Bill of Rights, NYC (must read if NYC Resident)