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Tax Preparation
2024 worksheets
Download the most updated spreadsheets to organize your information before sending it to us.
Only the Intake form is mandatory for everyone.
The other forms are optional and should only be filled out if that situation applies to you.
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Our service has changed for the Tax Season 2024: First, you need to place your order online, then you will receive an invitation to your Client Portal, and then you will be able to upload your worksheets into your Client Portal.
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