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CLIENT INFORMATION SHEET Please Fill Out Completely

Rex L. CrandellCertified Public AccountantCLIENT INFORMATION SHEETP lease fill Out CompletelyToday s Date _____Name_____(Taxpayer)(Spouse)(Last Name)Address_____City_____Zip_____Home Phone_____How Did You Hear About Us?_____FAX_____E-Mail_____Referred By_____ Check here to receive periodic tax newsletters by e-mailSingleMarriedWidowedDivorced Birthdate: Taxpayer ___/___/___ Spouse ___/___/___ Dependent NameBirthdateSoc Sec #At Home?Child / Other_____Taxpayer s Employer_____Occupation_____How Long_____Address_____Work Phone_____Spouse s Employer_____Occupation_____How Long_____Address_____Work Phone_____Nearest Relative_____Relationship_____Address___ __Phone_____Whom do you know that may need our services?

Rex L. Crandell Certified Public Accountant Thank you for selecting us to prepare your income tax returns or for consulting services. T his letter confirms the arrangements

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