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Begin the Intake Process
Begin the Intake Process
To begin your tax filing, complete the intake form below. This allows us to review your situation and determine the next steps
1. Complete Intake + Sign Forms
1. Complete Intake + Sign Forms
2. Upload Documents in Secure Portal
2. Upload Documents in Secure Portal
3. Review Call + Approve + E-File
3. Review Call + Approve + E-File
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