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With ongoing tax legislative changes, growing tax law complexities, and market conditions, Moody & O’Neal CPAs acts judiciously to ensure new client relationships are a good fit for both the firm and potential new client. The following is required information to help us understand your needs and how we may best serve you.
Please upload a copy of your most recently filed tax returns (past two years preferred) using the following secure encrypted portal:
Upon evaluation of your needs and uploaded documents, you will receive follow-up correspondence regarding determination of client acceptance and fee estimate.