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How to Prepare for Your Appointment
1. Choose Service
Select the specific Medicare enrollment or tax preparation service you require from our digital intake portal.
2. Download Form
Download the personalized intake form for your selected service. Ensure all personal and financial details are accurate.
3. Upload/Submit
Upload your completed form through our secure portal. We will review your information and schedule your consultation.
• COMPLETING OUR INTAKE FORMS IS REQUIRED FOR ALL APPOINTMENTS •
Get Started with Our Digital Intake
Complete the required forms below to ensure a smooth and personalized consultation experience.
Medicare Intake Form
Provide essential enrollment details to help us navigate Parts A, B, C, and D.
Tax Prep Intake Form
Share your financial information to prepare for a thorough and accurate audit.
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