• New Individual Client - General Information Form

    Please fill out truthfully and to best of your ability so we can internally onboard you (and your family) in the relevant applications.
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  • Spouse Information

    Please enter your spouse's legal information/details
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  • Child/Other Dependent #1 Information

    Please enter your (first) dependent's legal information/details
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  • Child/Other Dependent #2 Information

    Please enter your (first) dependent's legal information/details
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  • Child/Other Dependent #3 Information

    Please enter your (first) dependent's legal information/details
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  • Child/Other Dependent #4 Information

    Please enter your (first) dependent's legal information/details
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  • Child/Other Dependent #5 Information

    Please enter your (first) dependent's legal information/details
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  • Review your entered information

    Please review your entered information by using the Back button below. Once you submit this form, you will not be able to make any changes. If you feel that anything was incorrectly entered, please email us at ukpshared@ukpcpa.com for a copy of the submission. We will upload it to your client portal account, where you can register and view all documents related to your taxes.
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