Income Tax Preparation Client Questionnaire

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Email *

Full Legal Name *

SSN / ITIN *

Has the IRS issued you an identity protection pin number also know as an IP pin? *

Drivers License Number *

Drivers License Issue Date
*

YYYY

Drivers License Expiration Date *

YYYY

Date of Birth *

YYYY

Street Address *

Apt #

City *

State *

Zip Code *

Phone Number *

Occupation *

Full-time Student *

Blind *

Can you be claimed as a dependent on another's return? *

$3 to Presidential Campaign Fund? *

Marital Status *

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