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3-Minute Tax Return Review Intake
Name
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Email
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What is your current business structure?
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Estimated household income for the '25 year
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Do you currently have a CPA or tax preparer?
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Do you currently have a CPA or tax preparer?
Yes
No
What’s your top financial concern right now?
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Upload your most recent tax return (PDF only) to get the most accurate review & recommendations.
Click to choose a file or drag here
Size limit: 10 MB
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Submit