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THE TAX OFFICE

THE TAX OFFICETHE TAX OFFICETHE TAX OFFICE
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Choose the option below so we can get you in the right place.
Whether you’re a new client or returning, we’ll guide you through the next steps.

 

Download and complete the forms below before your appointment.
If you’re unsure which form applies, start with the New Client Form.
 

Tax Document Checklist (pdf)

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New Client Form (pdf)

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Returning Client Form (pdf)

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ADDITIONAL FORMS

Self-Employed Business Questionnaire (pdf)Download
Rental Property Questionnaire (pdf)Download
S-Corporation Questionnaire (pdf)Download
Military Reservist (pdf)Download

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