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OUR PROCESS

Step 1

Client Consultation

Schedule your free consultation appointment to meet with your tax preparer and discuss your tax situation/expectations in detail.

We ask clients to have the following on hand during your consultation

  • Copy of last years tax return

  • Government Issued ID

  • All W2's, 1099's, and other income documents

  • Dependent(s) Information

  • Direct Deposit Information

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