Tax Return Questionnaire

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FREE Tax Questionnaire

Our tax questionnaire will help you organize your tax information and make sure you don’t miss any important deductions.

Please complete the following steps to take advantage of this tax questionnaire.

1. Click on the “View Tax Questionnaire” button below to bring up the organizer in a new window.

2. Print the organizer by clicking on the printer icon on the top of the screen.

3. Fill out all the information you can.

4. Call us and schedule a meeting.

5. Bring the completed tax organizer and all supporting documents to the meeting.

View Tax Questionnaire

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