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If yes, spouse information will be asked below.
Client - Full Name
Client - Date of Birth
Date of Birth.
NUMBERS ONLY. Check for accuracy, an inaccurate social security number will be rejected by IRS and cause a case delay.
Filing Status
Best Correspondence Email, Case Updates, E-Signatures etc.
Best contact number, preferably mobile phone. Correspondence to include case discovery, updates and resolution options.
Client - Address

Spouse Information

Leave blank if not applicable.
Spouse (if applicable) - Full Name
Leave blank if not applicable.
Spouse (if applicable) - Date of Birth
Leave blank if not applicable.
NUMBERS ONLY. Check for accuracy, an inaccurate social security number will be rejected by IRS and cause a case delay. Leave blank if not applicable.
Leave blank if not applicable.
Leave blank if not applicable.

Business Information

Leave blank if not applicable.
NUMBERS ONLY. Check for accuracy, an inaccurate EIN number will be rejected by IRS and may cause case delay. If you do not know this number leave blank, we will locate it by calling the IRS (additional charges may be included, please let your tax advisor know if you do not have your EIN).
Business Address
Business Type / Tax Entity
President, Manager, Managing Member, Executive, CEO, CFO, Etc.