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Client Intake
First Name
Middle Initial
Last Name
Date of Birth
Social Security Number
Number of Dependents
Drivers License Number/ID
ID State
Email
Phone
Filing Status
Single
Married Filing Jointly
Married Filing Separately
Widowed
Head of Household
Are the taxpayer and spouse legally married?
Spouse Name
Spouse Date of Birth
Tax Payer W-2s and/or 1099s
Upload File
Upload supported file (Max 15MB)
Spouse Payer W-2s and/or 1099s
Upload File
Upload supported file (Max 15MB)
Will you be claiming any dependants?
Send
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