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NEW CLIENT DATA SHEET Taxpayer: SSN - Ace Management Group

NEW CLIENT DATA SHEET Taxpayer: SSN - Ace Management Group 2025

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The document is a New Client Data Sheet used for tax preparation services, collecting personal information from the taxpayer and spouse, including their Social Security Numbers, contact details, and areas of required services. It includes a statement verifying the maintenance of adequate records for income and deductions and outlines the agreement on fees for tax return preparation.

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