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DUE DILIGENCE QUALIFYING INFORMATION INTAKE SHEET
Click the Download button to get ” Due Diligence Qualifying Information Intake Sheet ” .
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I have placed a link for Tax Preparation services. The personal Client Intake packet link is here for your Personal Income Tax, to ensure you gather the proper information, that we may better assist you in identifying and organizing your tax documents. You can fill it out online, or print it out, give it to us in person, or send it via email by signing, scan it, or take a photo and then email to our office email @