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Tax Preparation
Get ready for Tax Season 2025!
Your team at Rooted Legacy Financial is here to help make this upcoming tax season a breeze so you can get you your maximum refund. Getting started is easy:
1. Create a secured online account.
2. Complete your organizer and upload documents.
It's ok if you don't have everything right away. Once organized, your preparer will begin your return. Start now to put yourself ahead of tax season.
** Information collected is kept confidential and secure.**
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