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Client Personal Data Form

Please download Client Personal Data Form below in ” PDF” version. Kindly fill it out and e-mail to with your other Tax Documents (Like: W-2, 1099-Misc, 1098-T, 1099-M, 1099-INT, 1099-Div, 1095-A, 1095-B, 1095-C etc.) . We will contact you at our earliest convenience to discuss your tax situation:

Individual Customer Information Form

Sch-C Self Employee Income

Sch-A Possible Expenses Deduction