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Step 1 of 3

Tell us about yourself

We’ll pass along the details to our experts so they can find the best tax strategies for your situation

Question 1 of 5

How did you file your taxes last year?

Question 2 of 5

Did you have any major life changes this year? Select all that apply.

Question 3 of 5

How do you and/or your spouse (if married) earn income? Select all that apply.

Question 4 of 5

What is your household income this year?

Question 5 of 5

How many dependents can you claim on your return?*

Tip: This includes dependent children and relatives. You cannot claim yourself as a dependent.

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