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Tax Preparation Package

Please print out this package and complete it before coming in for your appointment.  Thank you.

1  Engagement Letter

2.  Consent for Use of Tax Return Information

3.  Privacy Policy

4.  Tax Preparation Checklist

5.  Rent and Royalty Income - Schedule E Worksheet

6.  Record Saver

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck