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2019 - Individual Tax Organizers

We have found that many clients do not have printers or find it cumbersome to print their tax organizers. This year we have decided to make the Tax Organizer optional.

However, we do ask that you complete the engagement letter, tax questionnaire, and demographic information located below:

Read More...


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Latest from Our Blog

2019 - Individual Tax Organizers

We have found that many clients do not have printers or find it cumbersome to print their tax organizers. This year we have decided to make the Tax Organizer optional.

However, we do ask that you complete the engagement letter, tax questionnaire, and demographic information located below:


Read More

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