Client  Tax  Intake 

I am pleased that you are entrusting me to provide you with the professional services listed in my scope work (Tax Preparation). By using the fill-able upload form you are in agreement that I can begin the process of creating your Client Portal (U.S.G/MyTaxOffice). You also acknowledge that you will have access to the Portal to for the duration of my fiduciary obligations to your for tax year 2023.

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