Ratcliff CPA & Consultants New Client Intake Form

Ratcliff CPA & Consultants New Client Intake Form

Please fill out the following information accurately to help us prepare your taxes efficiently.
Full Name

First NameMiddle NameLast Name
SSN:
Date of Birth

MonthDayYear
Date
Spouse Name

First NameLast Name
Spouse SSN:
Spouse Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Residential Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Marital Status
Filing Status
Prior Year Tax Filing Details (if any)
Do you have any dependents?
Number of Dependents
Do you have any income from self-employment?
Details of Self-Employment Income
Do you have any investments or rental properties?
Details of Investments or Rental Income
Do you have any foreign income or assets?
Details of Foreign Income or Assets
Would you like to schedule a consultation appointment?
Select a convenient date and time for your consultation
Should be Empty: