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The Tax Preparation Questionnaire should be filled out if we are preparing an individual income tax return. Once completed, it can be submitted via the client portal.

The Individual Engagement Letter should be signed if we are preparing an individual income tax return. Once signed, this can be submitted via the client portal.

The Entity Engagement Letter should be signed if we are preparing an estate, trust, partnership, corporation, or exempt organization income tax return. Once signed, this can be submitted via the client portal.

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