Advantage Plus Agreement

Please fill in this basic information and click submit to download your Agreement. We look forward to helping you optimize your taxes and being a resource! Call if we can help.

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Send the completed Engagement Agreement back using the link below.
To expedite the process include a recent copy of your tax return and W-2’s.
We cannot begin the process until we have a completed ACH Agreement for payment so please read it carefully and fill it out entirely.
We will follow up once we have the above items to go over next steps.

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