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Tax Preparation Intake Form

We understand that tax preparation can be a complicated and time-consuming process, but we are here to support you every step of the way. By filling out the tax preparation form, you can rest assured that our team of experienced tax professionals will be able to provide you with the highest level of service and support to maximize your deductions and tax returns.

Note: The tax preparation form is only available on a desktop browser.

Client Information

Spouse Information

Dependents

Income Streams

Client Identification

Tax Payer Social Security Card
Spouse Social Security Card
Dependent's Social Security Card

Signatures

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