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If You live abroad or in other States, You don't need to set up an appointment, just e-sign the service agreement. Fill out the Tax Organizers and attach all tax related documents in the Tax Organizers. You will receive an email confirmation and instructions for next steps.
Please click a link below to securely complete the appropriate document. Please keep a copy of the document for your records.
In Person Service
If you prefer to meet in person, Click here to make appointment online.
Before you make an appointment please prepare the Tax Organizers and attach all tax documents in the Tax Organizers.
Check Tax Refunds Online
Check your tax refund on our client resource page.
You need to be our client and have a log in user name and pass words to access the tax refund checker.
To access our services on the client resource page you have to create a login in order to get access.
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