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Intake Form
Full Name
*
Are you and your spouse filing jointly or separately?
*
Are you and your spouse filing jointly or separately?
A
Jointly
B
Separately
Do you have children or dependents?
*
Do you have children or dependents?
A
Yes
B
No
Describe what you do (job title/business activity)
*
How long have you been self-employed?
*
Do you have a registered business entity?
*
Do you have a registered business entity?
No
Sole Proprietor
Single Member LLC
Multi-Member LLC
Partnership
S Corporation
Corporation
Do you have bookkeeping in place?
*
Do you have bookkeeping in place?
A
Yes
B
No
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