Tax Client Intake Form
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Web a personal tax client intake form is used by tax accountants to generate information about clients to speed up the review process. Web tax preparation intake form template date tending cpa client information name date of birth current address social security number home phone fax alt. We've created this template for a placeholder tax company so you can go in and make it truly yours. Use this template as a guideline to file taxpayer information on a yearly basis.
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