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Dignity Marketing Group has Tax Preparation Services available for agents and their clients. As many Tax Professionals are either entering the Financial Services industry or partnering with another professional, we feel it is best for our representatives to have access to the same services for their clients.

We have built an in house dedicated cloud system, which allows our Tax Preparers to communicate with you and your clients in a Secure and Timely manner.

Below is an annual questionnaire we utilize in obtaining the necessary information needed to process and prepare a Tax Return.