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Tax Client Intake Form
Taxpayer Information
Name
Phone
Email
Current Tax Year
Did you file with us last year?
Yes
No
Filing Status
Social Security Number
Address
Birthday
Month
Day
Year
Are you a U.S. Citizen or green Marital Status
U.S. Citizen
Green Marital Status
Other
Occupation
Are you a full-time student?
Yes
No
Are you filing an eligible spouse on your return?
Yes
No
Are you legally blind?
Yes
No
Are you totally and permanently disabled?
Yes
No
Is this individual dependent of other?
Yes
No
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