• Smith & Assoc. Tax Solutions

    Client Intake Form
  • Last 4 SSN #   *         
     DL#   * State   
    ISS Date   Pick a Date  
    EXP Date   Pick a Date   

  • SPOUSE SSN#   Pick a Date   DL#      State    ISS Date   Pick a Date    EXP Date   Pick a Date   Occupation       Phone   

  • Dependents

    If Applicable
  •    Last 4 of SSN#   Pick a Date   Relationship        Tuition/dependent care  $    Disabled   

  • Pick a DateTuition/dependent care  $ 

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  • I Hereby certify that the information provided on this form is correct to the best of my ability and therefore authorize Smith & Associtaes Tax Solutions LLC to prepare and/or electronically file my Tax Return.

  • Taxpayer   *   Pick a Date* Spouse      Pick a Date   
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