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  • CLIENT INTAKE FORM

    CLIENT INTAKE FORM

    Complete all related info accurately so we can process your return timely
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  • REFUND DISBURSEMENT INFO

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  • DEPENDENT INFO

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  • DEPENDENT CARE

    Child care for children 12 and under
  • If a family member provided the care you will need the Name, address and social security number of the provider to claim this credit. 

    If a facility provided the child/day care you will need the Name, address and EIN of the provider to claim this credit.

  • HEALTH COVERAGE

  • BUSINESS OWNERS

    For individuals who were Self-Employed at any time during this tax year
  • This business entity was established in . This Business was formed in the state of .

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  • This business entity was established in . This Business was formed in the state of .

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  • UPLOAD HERE

    Submit all documents necessary to process your return correctly. (Include ID & all tax forms)
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  • If more than 10 documents please upload the rest below...

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  • Additonal Detail

    Is there anything you would like us to know or answer for you?
  • DISCLOSURES

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