Client Intake Form
The purpose of this form is to assist in the setup of tax preparation services. Your information will not be given to any third party collectors or used for marketing purposes.
Email address *
First & Last Name *
Your answer
Date of Birth *
MM
/
DD
/
YYYY
Occupation *
Your answer
First & Last Name of Spouse (if applicable)
Your answer
Spouse Date of Birth (if applicable)
MM
/
DD
/
YYYY
Spouse Occupation (if applicable)
Your answer
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