Tax Preparation Intake Form
To ensure you maximize your credit from year 2024, it's essential to gather and organize all relevant information. Please fill out all the information listed below.
Name
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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File Upload- W2's Drivers License, Social Security Cards
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I give Professional Tax Experts authorization to act on my behalf in preparing my 2024 tax return.
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