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Please print out and complete these two forms: the New Client Information and the Systems Survey, and then bring them with you to your initial consultation. If you don't have access to a printer, no problem... just be sure to arrive at the office 15 to 20 minutes prior to your appointment to complete them.
Please also simply view these documents here online, prior to your initial consultation. It will help streamline the appointment if you read and get a basic understanding of this information ahead of time.
Forms for New Client Consultation
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