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TEL: 678.407.3813

Existing and New Clients

Below, you will find some helpful links and forms for your reference. 

Our online portal allows you to securely upload and download documents. 

Find out when you will receive your federal refund and state refund.

Use this form before your appointment to give us necessary personal information.

Use this form to answer questions we will need to complete your return.

Refer to this form to make sure you have all necessary documents to complete your tax return.

Use this form to answer questions we will need to complete your business return.

Refer to this form for a template to help organize your business information.

Refer to this form for a template to help organize your rental property information.

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