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Client Intake Form
Please download, complete, and return the intake form below so we can begin preparing your tax return.
How to Submit Your Completed Form
1. Click the button above to download the intake form.
2. Complete the form in full.
3. Save the completed document to your device.
4. Email the completed form to:
Please include your full name in the email subject line to ensure proper processing.
If you have any questions, feel free to contact our office for assistance.
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