1. Fill out the optional Personalized Tax Organzier sent to you in January. (E-mail Steve if you need it re-sent)
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Includes tax season checklist
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Includes engagment letter
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Tax Organizer is not required to be filled out
2. Send your documents to me
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Option 2 - Send documents through e-mail
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Option 3 - Fax documents to 317-800-7606
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Option 4 - Mail to address below. I pick up mail each day during tax season.
