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Client Tax Intake Form: Please Complete
Schedule a Consultation
Have general tax questions? Started a business, now what? Call office @ 985-326-9297 or click below to schedule an appointment- virtual or in office available.
Submit Documents
Client Tax Intake Form: Please Complete
Schedule a Consultation
Clients can exchange confidential documents safely and conveniently. Spend less time printing, faxing, and mailing documents.
Click tab to EMAIL documents.
Client Tax Intake Form: Please Complete
Client Tax Intake Form: Please Complete
Client Tax Intake Form: Please Complete
Completing this form will ensure that we have your current information and can potentially speed up your filing process- (upload documents on the EMAIL ACCESS tab, this is for information only, such as address, email, etc.)