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TAX PREP CLIENT INTAKE FORM

Filing Status *

Single

Married Filing Seperate

Married Filing Joint

Qualifying Windower

Head of Household

TAXPAYER INFORMATION:

Full Name *

Date of birth

Phone *

Email *

Occupation *

Postal code *

Are you a full-time student?

Yes

No

Are you a business owner?

Yes

No

Do you have a mortgage?

Yes

No

SPOUSAL INFORMATION

Spouse Full Name *

Spouse Date Of Birth *

Phone Number *

Email Address *

Spouse Occupation

Are they a full-time student?

Yes

No

Are you a business owner?

Yes

No

Do you have dependents?

Yes

No

TAX RELATED QUESTIONS:

Are you contributing to 401k or other pre-tax account?

Yes

No

ACKNOWLEDGMENT & SIGNATURE

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