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In order to accurately prepare you taxes, we will need a few things from you. Please print out the documents listed here, fill them out and give them back to us. Thank you Engagement Letter Tax Questionnaire You may also wish to review our privacy policy.
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Dear Client of T.A.X.E.S., Your privacy is important to us. We are required by law to comply with specific data-sharing regulations. Please read the following privacy policy before moving forward. We collect nonpublic personal information (NPI) about you and your household or business from various sources, including: Interviews regarding your tax situation Questionnaires or other […]