NEW CLIENT INFORMATION FORM
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If you will complete this questionnaire, we can provide the most valuable service to you at the lowest possible costs. Thank you!

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If you have a Spouse please fill out below:

  Same as above


Phone Numbers* Please enter atleast 1 number.

Please select the number you are most likely available at.

If you havent used a CPA, what are your major questions about a CPA?





What are the needs/goals you want met by a CPA? Check all that apply.