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Submitting a Form

Note: You will follow steps 4 and 5 for uploading tax documents.

  1. Find the form you need below and select it.
  2. Save or print the document.
  3. Fill out with Word or by hand, or which ever program you normally use.
  4. Scan or take picture of the filled document and save it on your computer.
  5. Click here to go to our Secure Document Portal. Select upload and browse for your document and submit.

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Engagement Letter FormTax Checklist & Questionnaire