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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
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Copy of last years tax return
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Government Issued ID
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All W2's, 1099's, and other income documents
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Dependent(s) Information
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Direct Deposit Information
Use Arrows To Navigate Next Steps...
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