Fillable Client Information Sheet printable pdf download

Client Information Sheet

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Complete Client Information Sheet with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

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Rex L. Crandell

Certified Public Accountant

CLIENT INFORMATION SHEET

Please Fill Out Completely

Today’s Date ____________

Name ________________________________________________________________________________________________

(Taxpayer)

(Spouse)

(Last Name)

Address ___________________________________________ City_________________________ Zip __________________

Home Phone _______________________________________ How Did You Hear About Us? _________________________

FAX_________________ E-Mail ______________________ Referred By ________________________________________

Check here to receive periodic tax newsletters by e-mail

Single

Married

Widowed

Divorced

Birthdate: Taxpayer ___/___/___ Spouse ___/___/___

Dependent Name

Birthdate

Soc Sec #

At Home?

Child / Other

_____________________________________________________________________________________________________

Taxpayer’s Employer ________________________________ Occupation ___________________ How Long_____________

Address _________________________________________________________ Work Phone__________________________

Spouse’s Employer __________________________________ Occupation ___________________ How Long_____________

Address _________________________________________________________ Work Phone__________________________

Nearest Relative __________________________________________________ Relationship__________________________

Address _________________________________________________________ Phone_______________________________

Whom do you know that may need our services?

May we contact them directly? _________________________

Name ___________________________________________________________ Relationship__________________________

Address _________________________________________________________ Phone_______________________________

This form helps to keep our files up to date and is frequently used by our firm when processing client projects

ALSO PLEASE READ AND SIGN THE REVERSE SIDE OF THIS FORM

Client Information Sheet

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