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Tax Planning Questionnaire
Please use the following form to securely submit your tax planning details.
*Information and documents submitted via this form are encrypted prior to transmission.
Name
*
First
Last
Email
*
Year-to-date net profit/income
Income after expenses to-date this year
Year-to-date profit and loss statement
Anticipated year-end net profit/income
Anticipated income after expenses through December 31st
Annual salary
Year-to-date paystub
Changes from last year
Home purchase/sale, change in marital status or dependents, etc
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