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Individual Tax Return Questionnaire
First name
Last name
Email
Phone Number
City
Filing Status
Do you have any dependents?
Source of Income
Are you W-2 employee?
Do you own a business?
Do you have more than 10k in investment income?
Do you own your primary residence?
Do you have any rental properties?
How have you been doing your taxes in prior years?
Any additional sources of income?
Please provide your expectations from your CPA.
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