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3400 Sweeten Creek Road, Suite A Arden, NC 28704 (Tel) 828.681.8574 (Toll Free) 800.557.5172 (Fax) 828.676.2655 www.infinitywealthmanagementinc.com2023 INTAKE FORM Failure to provide the below information
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Gather all necessary documents such as W-2 forms, 1099 forms, receipts, and records of any deductions.
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Tax-preparation-intake-forms are documents that gather information needed for preparing and filing taxes.
Individuals and businesses who need to report their income and expenses for tax purposes are required to file tax-preparation-intake-forms.
Tax-preparation-intake-forms can be filled out by providing accurate information about income, expenses, deductions, and other relevant tax-related details.
The purpose of tax-preparation-intake-forms is to gather all necessary information needed to accurately prepare and file taxes with the tax authorities.
Information such as income, expenses, deductions, credits, and personal details must be reported on tax-preparation-intake-forms.
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