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New Client Intake Form
Fill out this quick form and let our experts handle the rest. Faster processing, smoother filing, stress-free season.
New Clients Intake Form
First Name
Last Name
Email
Phone Number
Primary Taxpayer ID
Date of birth
Dropdown
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Other / Unknown
Street address
City
State
Zip Code
Job title
Spouse Information
Please complete this section if the primary taxpayer's filing status is:
Married Filing Jointly
Married Filing Separately
First Name
Spouse Email
Spouse Phone Number
Spouse Taxpayer ID
Spouse Date of Birth
Spouse Occupation
Submit Form
