Yaeger Treviso & Associates New Client Application
Yaeger Treviso & Associates Application for potential new clients. Please put N/A for any responses that are required but do not apply to your situation. We will contact you if we have additional questions or would like to move forward with onboarding you as a new client.

We will not be accepting new clients for the upcoming 2025 tax return filing season after 11/1/25. Any applications submitted after this date will be reviewed and we will contact you after April 2026. 

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