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Income Tax Information

Due to limitations related to COVID-19 and to comply with social distancing requirements, we’re preparing personal tax returns remotely. Use the form below to enter your information and to upload your documents. Your tax return will be prepared and delivered to you via email. If you have any questions, please contact us.

Documents we may need

  • W-2 Forms
  • 1099-Misc Forms
  • Mortgage Statements
  • Insurance Coverage Documents
  • Copies of Soc. Sec. Cards
  • Any other income/expense document
  • Cell phone pictures are acceptable
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