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Pink Poppy Flowers

CLIENT INTAKE FORM

This form allows us to understand your full tax situation so we can identify every credit, deduction, and opportunity available to you. Please answer each question honestly and thoroughly to ensure you receive the most precise return!

NEW $30 DEPOSIT IS REQUIRED FOR ALL CLIENTS

How Did Your Hear About Us?
Tax Year

Payment & Refund Options

How would you like to take care of your tax preparation payment?
Pay Upfront
Pay Out of Tax Refund
Are you expecting a refund?
Yes
No
Unsure
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