2020 New Client Application
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Email *
Name *
What state do you currently live in? *
Do you live/work in multiple states? *
Do you have any foreign income? *
How did you hear about us? *
How do you currently file your taxes? *
What year(s) do you need us to file taxes for? *
Do you have any children? *
Do you trade in stocks? (Can include cryptocurrency, Robinhood, Stash, etc) *
Are you legally married? *
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