If you selected any of the options above except None of the above, we will need to review your previous year's tax return to provide an accurate starting price quote and match you with the most suitable tax preparer for your needs.

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We kindly request that you either upload a copy of your prior year’s tax return via our secure upload portal (You can blank out any sensitive data if you prefer) or visit our office with a physical copy after submitting our questionnaire. This will allow us to assess your tax situation thoroughly and ensure the best possible service.