Client Forms
- Fillable Client Form for U.S. Persons Living Abroad
- FBAR Worksheet 2022 – to be completed with Fillable Client Form for U.S. Persons Living Abroad
- New Client Intake Form
- Client Needs Assessment
- Consent to Disclose Form
Year End Resources
Tax Savings Resources
- Opportunity Zones
- Main Street Project
International Resources
Business Research Resources
Resources for Startups
Transition Planning Resources
Tax Planner
Tools and other Resources
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- Tax Scams and Consumer Alerts
- Calculators
- Amortization Schedule Calculator
- Washington Health Plan Finder
- Healthcare.Gov
- Access Washington
- Washington State Legislature
- Washington State Investment Board
- The Working Washington Grants: Round 5 (WWR5) Program
- Washington State Working Families Tax Credit
- Washington State Working Families Tax Credit: Eligibility Assistant