2008 Client Profile by klutzfu58

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                                     2008 Client Profile
PLEASE COMPLETE THIS FORM AND RETURN IT WITH YOUR TAX INFORMATION.
WE WILL NOT USE ANY PREVIOUS INFORMATION WE HAVE ON FILE.
                     NEW CLIENT                                       RETURNING CLIENT
PLEASE PUT YOUR NAME AS IT APPEARS ON YOUR SOCIAL SECURITY CARD.
                                                    ONLY ENTER SPOUSE’S NAME IF FILING TOGETHER ON
TAXPAYER’S NAME:                                    THIS RETURN
EXAMPLE: FRED G. FLINSTONE                          EXAMPLE: WILMA RUBBLE OR WILMA RUBBLE-FLINSTONE


SSN:                                                 SSN:
DOB (INCLUDE YEAR):                                  DOB (INCLUDE YEAR):
OCCUPATION:                                          OCCUPATION:

CONTACT NUMBERS:                         HOME:

WORK:                                                SPOUSE WORK:
CELL/PAGER:                                          SPOUSE CELL/PAGER:
EMAIL ADD:                                           SPOUSE EMAIL ADD:

YOUR CURRENT MAILLING ADDRESS:                                 ELECTRONIC FILING CAN NOT USE A PO BOX
                                                                        WHAT COUNTY DO YOU LIVE IN:
                                                                          (EXAMPLE: PG, CHARLES COUNTY, ETC)




FOR NEW CLIENTS WHO REFERRED YOU:
                                                                      NAME OF CLIENT WHO REFERRED YOU

DEPENDENTS: (PLEASE PRINT CLEARLY)
                                                                                                     PLEASE (X) IF
                                                                            RELATIONSHIP             ELIGIBLE FOR
   NAME (FIRST, LAST)                 DOB                   SSN:                                     CHILD CARE/
                                                                              TO YOU
                                                                                                       COLLEGE




COMMENTS:




   TOLL FREE: 1 866 425 4262                 LOCAL CALLS: 301 386 5722                        FAX: 301 386 5704
              To return this form you may either fax it to us or submit it via email to: contact@newbycpa.net

								
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