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OUR PROCESS

1. BOOK YOUR CONSULTATION 

2. COMPLETE THE NEW CLIENT INTAKE FORM

3.PLEASE SEND ALL DOCUMENTS TO OUR SECURED EMAIL 

4. ALLOW US 24-48HRS TO RESPOND 


ATTENTION!

PLEASE CONTACT THE IRS FOR ANY DELAYS, WE DO NOT HANDLE PROCESSING TIMES.

ALL CONSULATATIONS MUST BE BOOKED FIRST.

THANK YOU FOR ALLOWING US TO SERVICE ALL OF YOUR TAX MATTERS




© 2019 360 Financial Solutions 

Tax Preparation & Planning

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