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PDF Intake Forms

Click below to access PDF intake Forms. You will need to fill these in a attach to an email to [email protected]. Additional, I can give you a Secure Portal if you prefer. Email me at [email protected].

First Refund Intake Form & Engagement Letter

First Refund Business Income/Expense Worksheet

Online Form https://zfrmz.com/SZJ6mEnapcL81eOdIgV5