We are excited to work with you. To get your tax preparation started, please follow these simple steps:

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1. Complete the Intake Form: Fill out the form below so we can understand your specific needs.

2. Review Your Quote: Once we receive your form, our team will send you a personalized quote for our services.

3. Securely Upload Your Files: Along with your quote, you will receive a link to our Secure Client Portal, where you can safely upload your tax documents.