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Client Questionnaire

You are here: Home / Clients / Client Questionnaire

CLIENT QUESTIONNAIRE – 2022

Completing the client questionnaire ensures we have the most accurate information to prepare your tax return and helps ensure the most efficient use of your time, and your preparers.

If you are a new client, please complete the New Client Questionnaire.

If you are a returning client, please complete the Returning Client Questionnaire.

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