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Tax Services - New Clients

  • 45 min
  • Location 1

Service Description

Discovery call for onboarding new tax clients - individuals and businesses. Onboarding packet and set up on client portal to follow. Supplemental materials may be requested based on the results of the discovery call. We thoroughly enjoy getting to work with all types of tax clients and strive to provide communicative, prompt, and professional service.

Contact Details

  • Rutland, VT, USA


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