Client Personal Intake Questionnaire
Email address *
Your full name *
Your answer
Your date of birth *
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Your best contact phone number *
Your answer
Your prior year tax filing status: *
If married, your spouse full name
Your answer
Your spouse's date of birth
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DD
/
YYYY
Your address *
Your answer
Do you have children or dependents? *
If yes, please list names and dates of birth below
Your answer
Do you have any questions or comments for us? Please provide in detail below.
Your answer
A copy of your responses will be emailed to the address you provided.
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