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We’re not just your CPA. We’re your financial partner. If you’re looking for clear answers, proactive guidance, and a team that follows through, let’s start the conversation.

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Do you have any of the following?*
Have you had tax and accounting services in the past?*
Are your tax filings current?*
Interested in a second opinion on your most recent tax return?*
If yes, please upload your tax return below.
Drop files here or
Accepted file types: pdf, jpg, jpeg, png, gif, Max. file size: 50 MB, Max. files: 6.
    If possible, please upload your last two years of tax returns (both individual and business), along with your current year financials (P&L and Balance Sheet) for each business we'll be supporting. This helps us get a clear picture from the start!
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    Accepted file types: pdf, jpg, jpeg, png, gif, Max. file size: 50 MB, Max. files: 4.
      Please upload any additional documents requested by our CPA or any other materials that would help us manage your accounting and tax needs.