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  • HOME
  • CLIENT INTAKE FORM
  • REQUIRED DOCUMENTS
  • MORTGAGE FINANCING
  • CREDIT REPAIR
  • WHERE’S MY REFUND
  • IRS TAX ACCOUNT LOGIN
  • APPOINTMENTS
  • REFERRALS
  • TAXES FOR REALTORS
  • More
    • HOME
    • CLIENT INTAKE FORM
    • REQUIRED DOCUMENTS
    • MORTGAGE FINANCING
    • CREDIT REPAIR
    • WHERE’S MY REFUND
    • IRS TAX ACCOUNT LOGIN
    • APPOINTMENTS
    • REFERRALS
    • TAXES FOR REALTORS
  • HOME
  • CLIENT INTAKE FORM
  • REQUIRED DOCUMENTS
  • MORTGAGE FINANCING
  • CREDIT REPAIR
  • WHERE’S MY REFUND
  • IRS TAX ACCOUNT LOGIN
  • APPOINTMENTS
  • REFERRALS
  • TAXES FOR REALTORS
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CLIENT INTAKE FORM

CLIENT INTAKE FORM
Hello

Welcome

Today's tax laws are complicated. Filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

CREDITS AND DEDUCTIONS

Rely on Expertise

If you have questions about affordability, credit, legal matters, or income, trust us to find you what you need fast. We make sure you feel confident and educated every step of the way.  

SMALL BUSINESS

Large or small, condo or mansion, we can find it and get it for you at the price that's right. TICs? Fixer-uppers? Luxury? We can help with all of it. We always have a current list of available properties for you to check out.

CREDITS AND DEDUCTIONS

EITC, CTC, Student Tax Credits or deductions we can help you get the maximum benefit for your situation. Our professionals have top-notch skills to ensure you get the best experience possible. It’s what we love to do.

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