New Personal Client In Take Forms

New Personal Intake Form

First Name *

Last Name *

Please provide your Social Security Number (please DO NOT use dashes) *

Email *

Confirm Email *

Phone *

Address *

Address

City

State/Province

Zip/Postal

Contact person for Tax Return *

Why are you transitioning to Trailside CPA * Why are you transitioning to Trailside CPA

Upload a copy of last year's tax return (PDF preferred) *

Maximum upload size: 52.43MB

Provide password if PDF is protected

Birthdate's of everyone on Tax Return *

Do you have a Financial Advisor *

Financial Advisor Name *

Financial Advisor Phone *

Financial Advisor Email *

Do you have an Attorney *

Attorney's Name *

Attorney's Phone *

Attorney's Email *

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