Client  Questionnaire 
Each year I recieve multiple requests for tax assistance. In order to provide the best service to my clients I only take on a small number of clients each year. Please fill out the below information. I will reach out to you following receipt of this form to set up a consult to detrmine if we are a good fit. I typically begin onboarding new clients in November and December each year. 

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First Name *
Last Name *
Email *
State of Residency *
Phone
How did you hear about us?
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Business Type (Check All That Apply) *
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Income Sources (Check All That Apply) *
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Tell me about your tax situation and how we can help you. *
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