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IMPORTANT NOTE: Social Security numbers and names for each person on the tax return MUST match the listing in the Social Security Administration files (please, check your cards!).

The IRS WILL REJECT data related to persons without EXACT MATCHES, which will result in disallowed exemptions and deductions.

Client Information



Taxpayer

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Spouse


Address


Taxpayer Contact Information

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Home phoneWork phoneMobile phoneFax numberE-mail address


Spouse Contact Information

Check box to indicate best method of contact

Home phoneWork phoneMobile phoneFax numberE-mail address