Shunshine Taxes Client Intake Form
Full Name
*
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
E-mail
example@example.com
Who is your tax preparer
*
Please Select
SHUNEESI LEFTRIDGE
CRYSTAL NOBLE
SHELIA WINDED-WEAVER
JADA VERSER
TERRI LEWIS
CHERISH RUSHING
YVETTE WILLIAMS
CANDACE TURNER
SOCIAL MEDIA
INTERNET
NEWSPAPER
REFERRAL
Other
*
What tax year are you filing
2022
2021
2020
UPLOAD W2's for QUOTE
*
Browse Files
Cancel
of
UPLOAD DL/ID
Browse Files
Cancel
of
UPLOAD DEPENDENTS SOCIAL SECURITY CARDS
Browse Files
Cancel
of
Will you be willing to recommend us?
Yes
Maybe
No
Please give reference of any two people whom you feel may need help.
Full Name
Address
Contact Number
1
2
Appointment
Phone Number
-
Area Code
Phone Number
Submit
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