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2023

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2022 Individual Income Tax Organizer and Engagement Letter For New Clients

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This generic Tax Year 2022 organizer is intended for New Individual Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy.

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1040 Extension Request

For existing clients who wish to request an extension, please fill out the following document:

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2023

2022 Individual Income Tax Organizer and Engagement Letter For New Clients

1040 Extension Request

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