DP Financial & Tax developed and refined a unique program to efficiently compile our client's financial information. Below are tax and planning resources that are essential to this process, including downloadable engagement letters and tax organizers. Other helpful documents and links to important IRS and Oklahoma Tax Commission forms have been compiled below for the ease of our clients.

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•         Tax Organizer - Individual (1040)​

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•         Tax Organizer - Business (1120, 1120S, 1065)​

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•         Rental Property Tax Organizer​

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