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A discovery session is a short information gathering session in which we'll have asked you questions to gather information to provide you with a quote for services. You can still get started!

Please Note: If you have a question that requires financial advice, research, or action on o1ur behalf, this is not the form for you. Please book a paid consultation

Please answer these quick questions. I look forward to getting the details to get you an accurate quote

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If this quote request is regarding an open or closed project with TMB Tax & Associates please send us an email. For open projects book a follow-up consultation in your portal. For closed projects or out-of-scope requests .

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