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You will find helpful forms below. You can fill them out, upload them to our Dropbox,  or bring them to your appointment. We have also included a Tax Document Checklist you may find helpful when you are gathering your information to prepare your taxes.


 To help you fill out your 2024 W4 we have added a link to the IRS Tax Withholding Estimator.  


*As of 12/15/2023 we are no longer taking on new tax clients. Sorry for the inconvenience.*

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