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SUBMIT INFORMATION HERE

If you are a new client use the following questionnaire to submit initial information

Checklist

NEW CLIENT QUESTIONNAIRE

This questionnaire will provide the preliminary information necessary to begin preparing your return

Uploading documents from folder. Open File folder with flying blank documents with laptop

DOCUMENT UPLOAD (COMING SOON)

Use this link to upload requested documents only after you have completed the New Client Questionnaire and have received a response.

Document Upload
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