Shunshine Taxes Client Intake Form
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
example@example.com
Who is your tax preparer
*
Please Select
SHUNEESI LEFTRIDGE
CHERISH RUSHING
SHELIA WINDED-WEAVER
JADA VERSER
TERRI LEWIS
YVETTE WILLIAMS
LISA FITE
ALEXIS LEFTRIDGE
LANA TURNER
LISA DANIELS
TOMEKA CARRUTHERS
SOCIAL MEDIA
INTERNET
NEWSPAPER
REFERRAL
Filing Statues
*
What tax year are you filing
2025
2024
2023
2022
2021
UPLOAD W2's for QUOTE
*
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Choose a file
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of
UPLOAD DL/ID
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of
UPLOAD DEPENDENTS SOCIAL SECURITY CARDS
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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
Signature Acknowledgment I confirm that all information I entered here is accurate and true. I allow Shunshine Tax Service to capture your data government ID/DL, Social security number (SSN), and other information.I have read the terms and conditions and privacy policy of Shunshine Tax Service. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in processing your 2023 Federal Tax Return?
Date Signed
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Month
-
Day
Year
Date
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