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1. Fill and submit the inquiry form below OR click Client Intake Form

2. Check your email for portal login info

3. Complete all onboarding tasks. (If the document doesn't apply to you, mark it complete

4. Once onboarding has been complete your file will be processed

5. Your dashboard will be updated with refund amounts

6. Approve proposal

7. Transmitted to IRS

Image by Kelly Sikkema



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