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NEW PORTAL!
CLICK & FILL FORMS
new clients
2021 CLIENT PROFILE
1 per person
*required
2021 ENGAGEMENT
LETTER
1 per person
*required
AUTHORIZATION
1 per person
*required
TAX CHECKLIST
existing clients
2021 CLIENT PROFILE
1 per person
*required
2021 ENGAGEMENT LETTER
1 per person
*required
general forms
TAX CHECKLIST