Welcome to Your Financial Planning Documents
This page contains all of the forms and paperwork you’ll need to begin your financial planning services with Edwards Tax & Finance. Please download, complete, and sign each required document. After completing them, upload them using the secure link below. Once received, we’ll review your submissions and contact you within 1–2 business days with next steps. If you have questions about any form or upload requirements, email hello@edwardstaxfinance.com
Prefer to print and complete on paper? All of these documents can be printed and signed — then scanned and uploaded.
Signing Tip:
Download and open these forms using Adobe Acrobat Reader. Mobile browsers may not support electronic signatures.
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