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This letter explains how we will be working with you and the ground rules for that engagement. It is important to read. Please sign and provide at our first meeting.
 
 
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This form is very important to fill out completely in advance of each year's tax return preparation. It provides information needed to create the most accurate return.
 
 
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Please complete this form and bring with you to your first meeting with us. If we are meeting remotely please send it to us so as to arrive before we begin work.