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FREE INITIAL CONSULTATION

When preparing for the consultation, please have the following documents available:

For Tax consultation:

  1. Current year tax forms (W-2, 1099, etc)
  2. Prior year’s tax returns
  3. Listing of expenses (for individuals who itemized deduct)
  4. Proof of health insurance
  5. Proof of identity

For Other consultations: All documents relevant to the service you are seeking.

 

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