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Tax Checklist & Questionnaire

Tax Questionnaire
Prior to your tax meeting, please download the PDF file and complete the FSC Questionnaire


Tax Information Checklist

If you are a new client, please bring a copy of your previous year's tax return.

Please refer to this Tax Information Checklist below that will let you know what information needs to be shared with FSC in order to complete your tax return. You can print and review the list here.

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