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New or Existing Tax Client Application

FILL OUT THE FORM

Please fill out the form for us to process your file.


Client Status
Tax Year to file
Type of Return

Legal first name

Legal last name

Date of birth
Month
Day
Year
Marital Status
Please note if your marital status changed in the tax year please include date.
Month
Day
Year
Spouse's date of birth
Month
Day
Year
Services you are interested in

How would you like us to contact you?
Telephone Call
Text
Email
Other
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