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Intake Questionnaire This form is intended to help me become better acquainted with you and, in turn, serve you better. Please print the information requested or checkmark the appropriate responses.
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What is this form is intended?
This form is intended to collect information on income and expenses for tax purposes.
Who is required to file this form is intended?
Individuals and businesses who have earned income during the tax year are required to file this form.
How to fill out this form is intended?
This form can be filled out manually or electronically, by providing accurate information on income, expenses, deductions, and credits.
What is the purpose of this form is intended?
The purpose of this form is to accurately report income and expenses to calculate the correct tax liability.
What information must be reported on this form is intended?
Information such as income sources, deductions, credits, and expenses must be reported on this form.
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