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Client Invitation intake
*
Indicates required field
Name
*
First
Last
Email
*
Phone Number
*
Alternate Phone Number
*
Address
*
Line 1
Line 2
City
State
Zip Code
Country
Driver's License Number
*
Driver License State of Issue
*
Driver's License Issue date
*
Driver's License Expiration Date
*
Submit
As our office can be very busy, if you need immediate attention to initiate a "Client Xchange" account, please contact our office for assistance after you submit the Client Xchange Invitation.
HOME
APPT/SERVICES
TAX PREP
VIRTUAL RETURN
CONTACT
ABOUT