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Tax Questionnaire

Please review the following questions and check the boxes that pertain to you. Each question pertains to the current tax year.

Please select the tax year that this information is associated with.

Personal Information

Dependent Information

Retirement, Estate Planning, Inheritance

Itemized Deduction Information

Medical

Education

Purchases, Sales, and Debt Information

Income Information

Thanks for submitting!

Additional Questions

Please select any of the following if you are a business owner or travel for work.

Thanks for submitting!

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