Forum Tax Planning

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2550 W Union Hills Dr Ste 350
Phoenix, AZ 85027

Forum Tax Planning specializes in digital tax preparation for an exclusive clientele, focusing on investment clients from select firms. They offer a streamlined process that includes an online e-Questionnaire and electronic submission of tax documents, ensuring efficiency and convenience for their clients.

With services tailored to individuals, married couples, self-employed individuals, and trusts or estates, Forum Tax Planning provides comprehensive support to meet various tax needs. Their secure online client account allows for safe document retention, promoting a hassle-free experience for all clients.

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