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Simplifying Your 1040 Tax Return Process — Steven Moos [CPE-Eligible]

Summary:

Steven Moos, founder of Moos Tax & Accounting, presents his comprehensive 1040 tax preparation workflow at WorkflowCon 2025. As a solo practitioner who recently acquired a practice, he shares how Financial Cents helps him manage approximately 225 tax returns annually, with 1040s comprising two-thirds of his work.

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