Exact Financial Tax - Client Information
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Type of Client
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New Client - First Time Customer
Existing Client - Returning Customer
Existing Client - Basic Details Need Updating
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
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-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
What is your Filing Status?
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Single
Head of Household
Married Filling Jointly
Married Filling Separate
Widow
Spouse Name
Spouse D.O.B.
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Address
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Street Address
Street Address Line 2
City/Suburb
State
Zip Code
Do you have any kids? If so, how many?
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Please enter the Date of Birth for each child: Example (00/00/0000)
Do you currently attend a college or university?
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Yes
No
Do you own a Registered Business?
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Yes
No
Were you referred to us by someone?
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