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Tax-Net LLC Client Intake Form
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First name - Last Name
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Your answer
Address (City, State, Zip Code
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Your answer
Phone Number
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Your answer
Social Security Number (email a copy)
*
Your answer
Driver License number (email a copy)
*
Your answer
What's your filing status?
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Single
Married Filing Jointly
Head of Household
Qualifying Widow (er) with Dependent Children
Nonresident Alien
Required
How many dependents are you claiming
*
Your answer
email address
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Your answer
Date of Birth
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MM
/
DD
/
YYYY
Occupation
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Your answer
Does your address differ from your last year taxes
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Your answer
Do you have a W-2 (email a copy)
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Your answer
Do you own a business Yes/No (If answer is NO) STOP!
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Yes
No
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