Get Ahead of the Tax Game This Season
Let us help you be tax ready, and to make the process as smooth as can be.
Click the links below to access the following forms to fill out
to help us prepare your tax file ahead of time!!
-2025 Tax Questionnaire
-Electronic Communication Agreement
Do you already have documents ready to go? You can send easily to our secure email:
[email protected]
We will save them into your personal file to be ready to go when we need them!
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Open and use this PDF Tax Checklist
to help keep you organized for the tax season. Save, print or download it after you have finished with it and keep it with you when you come in for your appointment! |
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