WELCOME BACK

CLIENT INTAKE FORM

TAX YEAR *

Did you download TaxestoGo and upload your tax information? *

YES

What's your six digit tax code? (Go to Taxes to Go app, hit the settings button and then show tax code) *

First Name *

Last Name *

Phone *

Email *

Social Security Number *

Date of birth *

Did we prepare your taxes last year? *

YES

Address *

City *

State *

Postal code *

Occupation *

Please list any changes this year: *

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