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It’s important for us to have current accurate information in your file. ¬†Use the L and B secure online customer data form to safely send your profile to us electronically, and we’ll get you ready for tax season.

Welcome to your Customer Data Sheet

First Name
Last Name

 

We also have all the available documents you need for download and you can fill them out manually and fax or email them to us.

 

Itemized Deduction Form