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Please fill questionnaire below with accurate information and submit by January 31st. 

Contact Information

Bank Info

This is the bank that will be debited/credited to pay taxes/receive refunds


Did you receive a W-2? (Employee wages and salaries)
Upload File
Did you receive any consolidated 1099-B? (Brokerage/investment accounts)
Did you receive any 1099-INT? (Interest)
Did you receive any 1099-DIV? (Dividends)

Thanks for submitting!

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