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New Client Data Sheet- Individual
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* Indicates required question
Email
*
Your email
Name (as listed on your Tax return):
*
Your answer
DOB
*
MM
/
DD
/
YYYY
Business name (if any):
Your answer
Spouse Name (as listed on your tax return):
Your answer
Spouse DOB:
MM
/
DD
/
YYYY
Spouse email address:
Your answer
Children: Name, DOB:
Your answer
Address: Please include full address
*
Your answer
Home phone:
*
Your answer
Cell phone:
*
Your answer
Work phone:
*
Your answer
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