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TAX CLIENT INFORMATION SHEET - Webs

TAX LEADERS INC. Bookkeeping and Tax Services TAX CLIENT INFORMATION SHEET . 1. TAXPAYER / SPOUSE INFORMATION TAXPAYER SS#. SPOUSE SS#. FULL NAME (as shown on social security card): Date of Birth MM: DD: Year: Do you want to contribute to the presidential Occupation: campaign? (check one) Yes No SPOUSE FULL NAME (as shown on social security card): Date of Birth MM: DD: Year: Do you want to contribute to the presidential Occupation: campaign? (check one) Yes No MARITAL STATUS (check one): Single Married Separated Widower Civil Union STREET ADDRESS: CITY: STATE: ZIP: Daytime Phone Number: (_____) _____- _____ How late may we contact you?

ALL INFORMATION I HAVE GIVEN IS TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE. SIGNATURE: DATE: (PLEASE COMPLETE BACK OF FORM) www Friend (please provide with the name): Other: Refund Anticipation Loan (fees deducted from your refund) Deposit Check (9 - 15 days - fees deducted from your refund)

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