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Client Name: Last (New clients must bring in copy of last year's Federal and State tax return.) First Tax Year Income Tax Organizer/QuestionnairePlease check the appropriate boxes that may pertain
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What is new clients must bring?
New clients must bring identification documents, proof of address, and any relevant financial information.
Who is required to file new clients must bring?
The clients themselves or their authorized representatives are required to file the necessary documents.
How to fill out new clients must bring?
The required documents can be filled out either in person at the office or online through a secure portal.
What is the purpose of new clients must bring?
The purpose is to verify the identity of the client, assess their financial situation, and comply with regulatory requirements.
What information must be reported on new clients must bring?
Information such as full name, date of birth, social security number, income sources, and investment holdings must be reported.
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