New Client Onboarding form
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First Name *
Last Name *
Dependents? If so, List Name, Date of Births, and if they worked in 2022
*
Spouse? If, so List First Name, Last Name, Date of Birth and if filing jointly or Separate
*
Address *
Preferred Telephone number *
Preferred Email Address *
Did you have Wage (W-2) income in 2022?
*
Did you receive any unemployment or Social Security benefits in 2022?
*
Did you have Self-employed / business income in 2022?
*
Did you buy or sell crypto currency in 2022?
*
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