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1) Fill out the intake form.2) Fill out the EIC Validation form.3) Fill out the Schedule C Validation Form.4) Upload Your Docs in the Secure App Portal.5) Let us know you have Uploaded All of your Docs.

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Next Steps

1) When asked, Book Your Quote Review Session 2) Reply back to your Quote Email. Don't See it? Click Here 3) Login into the App and Sign Your Tax Return 4) Obtain a Signed Copy of Your Tax Return

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