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Personal Tax Season

Clients are annually asked to complete and submit the following documents (as sent direct previously) when delivering their tax information.  Please contact us directly if you have not received the documents listed below.  Any materials received after April 15, 2019 cannot be guaranteed for completion by the April 30, 2019 deadline. 

 

    • Personal Engagement Letter – 2018 Tax Year
    • Personal Information Update – 2018 Tax Year

 

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