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CLIENT DATA SHEET (please include a copy of your last years return) TAXPAYER NAME M F OCCUPATION SSN BIRTHDATE ADDRESS CITY STATE ZIP PHONE (DAY) PHONE (EVE) Dependents: (List Youngest First) Name
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What is please include a copy?
The document requested is a report detailing financial information.
Who is required to file please include a copy?
Individuals or entities with specific financial obligations are required to file.
How to fill out please include a copy?
The form can be filled out electronically or manually, following the provided instructions.
What is the purpose of please include a copy?
The purpose of this report is to provide accurate financial information.
What information must be reported on please include a copy?
Information regarding income, expenses, assets, and liabilities must be reported.
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