Rental Property Income & Expense Summary (PDF to print and fill out by hand)
Small Business Income & Expense Summary (PDF to print and fill out by hand)
Charitable Contribution Worksheet - this has been incorporated as a tab in the Tax Questionnaire beginning in 2021 for 2020 tax prep.
College Student Worksheet - reconciles expenses with 1098-T and 1099-Q for 529 distributions.
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Phone: (404)-380-1977
Fax: (404)-474-1629
Email: contact@perpetualwealthadvisors.com
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