New Client Form
Please complete form to get started:
Name
*
First Name
Last Name
Email
*
example@example.com
Address (home)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Please Check every box that applies to your filing:
*
W-2
1099
Tuition Statement 1098-T
Brokerage Statement 1099-B
Social Security SSA-1099
Marketplace Insurance 1095-A
Qualified Disaster Deduction
Do you have dependents?
*
Yes
No
Please include any details you think I should know about your specific tax or business situation:
*
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