Tax Intake Questionnaire
Please fill out our questionnaire below. Once you submit the questionnaire, the next window will direct you to schedule a meeting with a Tax Pro for 30min. We can answer any questions you have, talk about pricing and get your return going.
* If any dependents listed did not live at the primary taxpayers address the entire year, please discuss this with your tax professional. This is critical to help us help you accurately report your residency and dependency to the tax authorities
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