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Tax Preparation

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Tax Representation

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Concerns About Your Financial Situation

First Name *

Last Name *

Address *

City *

State *

Postal code *

Phone *

Email *

Filing Status *

Single
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Head of Household
Qualifying Window(er)
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Spouse First Name

Spouse Last Name

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If married, who is the primary taxpayer on the tax return? *

Last 4 SSN *

Do you have a business? If yes, complete business fields below. *

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No

Entity Type

Sole Prop/SMLLC

SCORP

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CCORP

Briefly Describe Your Business (e.g., Start Date, Industry, Number of Employees, etc.)

Do you have multiple businesses?

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If Yes, please Advise How Many and Their Entity Type

Do You Have Rental Property? *

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