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Please Answer all Questions, too ensure the most accurate quote.
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First name
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Last name
*
Phone
Email
*
Address
*
Birthday
Month
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Do you have Dependents?
Yes
No
If Yes, How many and when is each child’s Birthday.
Are you or your Dependents in College?
Yes
No
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Do you own a home?
Yes
No
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Do You Run a Small Business?
Yes
No
Just getting Started.
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Are you current on your Tax Filings?
Yes
No, I Didn’t file last year
I haven’t filed in a few years
Referred by?
*
Signature
Clear
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Upload Documents ( ID, W2s, 1099s, Social Security , and any other Tax Docs you Received)
Submit Docs
Submit
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