8320 E. Hartford Drive, #103
Scottsdale, AZ 85255

Call: 480.993.0660
Fax: 480.993.0662

  jean@jdk-cpa.com
  www.jdk-cpa.com
 

 

CLIENT SET-UP FORM

Please fill out this form and click the "send" button
or fill-out, print, and bring to your next meeting.


                                             
Your Name: Employer
S.S.#: Title
Date of Birth: Bus.Phone  (provide area code)
Your Spouse's Name: Employer
Spouse's S.S. #: Title
Spouse's Date of Birth: Bus.Phone (provide area code)

 

Address:
City:
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Phone: (provide area code)
Pager/Cell: (provide area code)
Fax: (provide area code)
Your e-mail address:
What is the best way to contact you:
CHILDREN

Name: Social Security Number Birth Date:

 

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