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RB3 Tax Preparation Intake Form
Please enter all qualifying information located on your W9
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General Information:
Please enter the filing parties detailed information
Name:
Your answer
Phone Number:
*
Your answer
Social Security Number:
*
Your answer
Date of Birth
*
MM
/
DD
/
YYYY
Filing Status
Please select your filing status below
Filing Details:
*
Single
Married - Jointly
Married - Separated
Head of Household
Widow
Other
Required
Qualifying Dependents:
Please list detailed information for all qualifying dependents
Name:
Your answer
Date of Birth:
MM
/
DD
/
YYYY
Social Security Number:
Your answer
Name:
Your answer
Date of Birth:
MM
/
DD
/
YYYY
Social Security Number:
Your answer
Name:
Your answer
Date of Birth:
MM
/
DD
/
YYYY
Social Security Number:
Your answer
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