Tax Organizer

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Please take a few minutes and let us know your thoughts. Check only what applies. Our goal is to rejoice where we do well and improve as needed. As we continue to expand, we aim to keep your needs foremost in our planning and prayers. All answers are confidential within our office. No names are required.

An answer of "1" indicates that we need to improve in an area. An answer of "5" indicates that we are doing a great job in serving you.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP©, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.