Client Data Sheet

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Client Data Sheet

All fields marked with* are necessary

Taxpayer Name *

Social Security Number *

Date of birth *

Filling status

Spouse Name

Social Security Number

Date of birth

Address *

Phone

Dependent 1

SSN number

Birth date

Relationship to you

Months lived in your home during tax year

Dependent 2

SSN number

Birth date

Relationship to you

Months lived in your home during tax year

Dependent 3

SSN number

Birth date

Relationship to you

Months lived in your home during tax year