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CLIENT INTAKE FORM Please answer the following questions to the best of your abilities. This information is held to the same standards of confidentiality as our therapy sessions. This questionnaire
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This information pertains to personal financial assets.
Individuals with taxable income over a certain threshold are required to file this information.
The information is typically filled out on a specific form provided by the relevant tax authority.
The purpose of this information is to ensure that individuals are accurately reporting their financial assets for tax purposes.
Information such as bank accounts, investments, and real estate holdings must be reported.
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