United 50 Tax Partners: 2025 Tax Year Client Intake Form 
Provide your information to help us understand your tax needs. This form collects details about your filing status, income sources, and any additional services you may need, so we can offer tailored support and accurate pricing.
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First Name *
Last Name *
Phone Number *
Email Address *
Filing Status *
Do you have any dependents to claim this year? *
What types of income do you need to report  *
Required
Do you need assistance with individual, business, or both types of tax filing? *
Are you interested in any other services, such as bookkeeping, tax planning, or business consulting? *
How did you find us? 
Any questions or comments?  *
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