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WELCOME BACK! Looking forward to catching up with you and getting you squared away.
Once you are ready to prepare your taxes, upload all documents to the portal link below.
Please include your completed intake form(s). Blank forms are below.
See you soon!
WELCOME. WE ARE ACCEPTING NEW CLIENTS!
Complete the engagement letter above and email to firstname.lastname@example.org to get started.
Email us or Request a new client call with any questions HERE.
See Tax Notice above for detailed information!
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