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In this consultation, we will discuss your tax portfolio to determine your tax filing status, dependents, credits, deductions, and more. You are required to upload your tax forms (W2, 1099-MISC, 1098-T, etc) with an ID. If documents are uploaded prior to the consultation the return can be completed at the time of your appointment

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For expedited service please upload your documents


-ID/Drivers License 

-W2

-1098/1099/K1 (if any)

-dependents/children's info (if any)

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