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Intake form

Please select whether you are a business or individual

Business Company Information
Accounting and bookkeeping
Select at least one option:
Financial Status
Tax-Related Information
Payroll Information
Additional information
Primary taxpayer information:
Health Insurance:
Tax Return Preparation:
Tax History:
Spouse information (if applicable):
Dependents (if applicable):
Dependents Name:
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Prior Tax Information:
Homeownership and Property deductions:
Foreign Financial Accounts:
Identity Theft:
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