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Tax Preparation Client Intake Form

Taxpayer Information

Taxpayer Country

Taxpayer Information

Spouse Information

Spouse Information

Yes / No
Yes / No
Yes / No
Yes / No

Dependents

Dependents

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Select all that apply
Select all that apply
Select all that apply
Select all that apply
Select all that apply
Select all that apply
Select all that apply

Tax Related Questions

$
# of months

Tax Related Questions

Expenses

Please fill-up the information within the current year only.

$
$
$
$
$
$
$
$

Expenses

Please fill-up the information within the current year only.

$
$
$
$
$
$

Acknowledgment & Signature

Clear
Taxpayer Signature
Clear
Spouse Signature