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
Date of Birth

MonthDayYear
Date
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
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?*

YesNo
Number of Dependents
Do you have any income from self-employment?*

YesNo
Details of Self-Employment Income
Do you have any investments or rental properties?*

YesNo
Details of Investments or Rental Income
Do you have any foreign income or assets?*

YesNo
Details of Foreign Income or Assets
Would you like to schedule a consultation appointment?

YesNo
Select a convenient date and time for your consultation
Should be Empty: