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Client Forms

DOWNLOAD AND FILL OUT OUR CLIENT INFORMATION FORMS BELOW SO WE CAN PREPARE YOUR TAXES.

INTAKE SHEET 2023 (pdf)

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TAX DOCUMENTS CHECKLIST SHEET 2023 (pdf)

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DA BENSON PERMISSION LETTER 2023 (pdf)

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INTAKE SHEET 2022 (pdf)

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TAX DOCUMENTS CHECKLIST SHEET 2022 (pdf)

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DA BENSON PERMISSION LETTER 2022 (pdf)

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