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New and Returning Clients

We have compiled the following checklist for the purpose of providing our clients with a helpful outline to organize your most important documents required to begin the process of information and data collection. 

* To ensure proper preparation of your return, please include originals** or copies of all the following applicable documents:

You can view and print this checklist here >>>

Upon further review of your return additional documents may be requested.
**All originals will be returned to you along with your return.


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