Client Tax Intake Forms for Individuals – Please complete and provide with your tax return documents.
- Print the document – Individual Client Tax Intake Forms,
- Complete the documents,
- Bring when you provide your tax records to us for tax return preparation.
- Use this form to make it easy to know what tax documents you may need to provide us.
THE BELOW DOCUMENT PACKAGE IS REQUIRED BEFORE WE CAN START PREPARING YOUR RETURN—-
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