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Our tax prep questionnaire and helpful checklists will ensure that you are prepared with all the necessary materials prior to your in-person or virtual appointment. Simply visit the quick links below:

Individual Tax Prep Checklist

Find out exactly what you need to be fully prepared for your tax prep process with us.

Self Employed Tax Prep Checklist

Own a business? Download our checklist below to find out exactly what you need to receive tax prep services with our team.

Secure Client Portal

Are you an existing client? Sign in to your portal using the link below.

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