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Tell Us About Your Tax Drop-Off

Please complete this form before dropping off your tax documents. This helps us understand your situation and prepare your return efficiently. After you submit the form, we’ll confirm your drop-off and follow up with next steps.

Are you a new client?
Yes
No
Tax Year(s) to be Filed
Type of Return Needed
Filing Status
Single
Married Filing Jointly
Married Filing Seperately
Head of Household
Qualifying Widow(er)

Client Information

Date of Birth
Month
Day
Year
Preferred Contact Method
Call
Text
Email
Multi-line address

Spouse Information (if filing jointly or separately)

Date of Birth
Month
Day
Year
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