C.H. Dean - Tax Organizer Selection

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C.H. Dean - Tax Organizer Request

This form is designed to help notate how you would like to receive your tax organizer from C.H. Dean.

Name(Required)

First Last

Email(Required)

Phone(Required)

Name (Spouse / Partner)

First Last

Email (Spouse / Partner)

Phone (Spouse / Partner)

Preferred Organizer Format(Required)

Printed Tax Organizer

Electronic Tax Organizer

Engagement Letter Only (I do not use the organizer)

Additional Comments or Questions