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2022 Tax Year – Individual Tax Preparation Forms

We have prepared the following landing page for frequently requested forms, and informational guides. To complete the 2022 Tax Questionnaire and Engagement Acknowledgment online use this link: 



If you’d prefer to complete by printing and completing by hand, please use the following link to access the pdf version of the 2022 Engagement Letter and Tax Questionnaire.

2022 Tax Questionnaire

2022 Engagement Letter

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