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Everything to gather before your tax appointment, and where to find each form.
Download PDF → Federal40-point checklist covering OMB A-123, GAGAS 2024, Uniform Guidance and documentation standards. Know your gaps before auditors do.
Download PDF → FederalOur federal services, NAICS and PSC codes, certifications and principal experience on one page.
Download PDF → FederalSmall, Micro and Minority-owned business certification #842653, valid through February 2031.
Download PDF →Talk directly with the owner. No call centers, no handoffs.