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  • Tax Preparation Client Intake Form

    • Taxpayer Information 
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    • Spouse Information 
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    • Dependents 
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    • Tax Related Questions 
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    • Expenses 
    • Please fill-up the information within the current year only.
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    • Acknowledgment & Signature 
    • I confirmed that all information I entered here is accurate and true. I allow ABC Financial to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of ABC Financial. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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