New Beginnings Tax Solutions Business Client Intake Form
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Name
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First Name
Last Name
E-mail
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Your E-mail Address
Phone Number
Company Name
Company Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
EIN Number
Income Detail
Please enter income made for each month below:
Monthly Income
Amount
January
February
March
April
May
June
July
August
September
October
November
December
2020 Total Income
Expense Detail
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Expenses List
Product/Service Description
Cost
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2
3
4
5
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7
8
9
10
2020 Total Expenses
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