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Bring A Friend, Save Together Offer - Tax Client Intake Form
To qualify for this promotion, referred must: 1. Be a new client and 2.Successfully schedule a Zoom call. Please complete the form and we will be in touch within 24-48 hours. Thank you for trusting us with your tax preparation.
Other Person's Information
Name of the Person Who Referred You
Your Own Information (New Client Info)
Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number (optional)
Please enter a valid phone number.
Other Notes(optional)
Date
-
Month
-
Day
Year
Date
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