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Tax prep intake
Finance
Tax preparation intake
Intake for tax preparation clients.
7 fields Ready to publish
What's included
- 1Full nameRequiredShort text
- 2EmailRequiredEmail
- 3PhonePhone
- 4Filing statusSingle · MFJ · MFS · HoH · QWDropdown
- 5DependentsNumber
- 6W-2s / 1099s (count)Number
- 7Additional detailsLong text
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