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)
YesNo
Number of Dependents
YesNo
Details of Self-Employment Income
YesNo
Details of Investments or Rental Income
YesNo
Details of Foreign Income or Assets
YesNo
Select a convenient date and time for your consultation
Should be Empty: