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Unitary Accounting

Where your bottom line is our top priority

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New Client Questionnaire

Please take a few moments and complete the form to ensure that we have accurate information in our files.

Tax Payer
MM slash DD slash YYYY
Address*

Do you have a spouse?*
Spouse
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Address*

Dependents
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

Refund direct deposited*
Banking Information
Account Type*
The above information is for confidential use only and will not be disclosed without written authorization from our clients
MM slash DD slash YYYY
MM slash DD slash YYYY
This field is for validation purposes and should be left unchanged.

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Unitary Accounting

Where your bottom line is our top priority
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