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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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Click ‘Get Form’ to open the NEW CLIENT DATA SHEET in the editor.
Begin by entering your personal information in the 'Taxpayer' and 'SSN #' fields. Ensure accuracy as this data is crucial for tax processing.
If applicable, fill in your spouse's details in the 'Spouse' and 'SSN #' sections. This helps in joint filing considerations.
Complete your address, including city, state, and zip code. This information is essential for correspondence and tax documentation.
Provide your contact numbers and email address. This ensures you can be reached for any follow-up questions or clarifications.
Indicate the areas of services required by checking the relevant boxes such as Tax Preparation or Financial Consulting.
Use the 'Comments/Questions' section to add any specific inquiries or notes that may assist in your service needs.
Finally, sign and date the form at the bottom to confirm that all provided information is accurate and complete.

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