New Client Form In an effort to streamline our processes, we have created this simply form for new clients to complete or current clients to use to update their contact information. Client Contact Information Date MM slash DD slash YYYY Name(s)* Primary Phone No.*Choose One Cell Home Work Primary Phone No.*Secondary Phone No.Choose One Cell Home Work Secondary Phone No.Primary Email Address*Choose One Taxpayer Spouse Primary Email Address* Secondary Email AddressChoose One Taxpayer Spouse Secondary Email Address Best way to contact you for questions regarding your tax information and to notify you when your return is complete? Phone Email Has your address changed this year? Yes No If yes, please note on your organizerHow would you like to receive your completed 2020 Income Tax Returns? US Mail Call for Pick Up Fed Ex (additional charges apply) **Portal (will use primary email unless otherwise specified) Would you also like to receive a hard copy? Yes No **First time portal use requires valid email address and additional set-up. Please email email@example.com to begin the set-up process.WE STRONGLY DISCOURAGE THE TRANSMISSION OF SENSITIVE INFORMATION THRU EMAIL. WE ARE HAPPY TO HELP YOU WITH THE SECURE TRANSFER OF YOUR DOCUMENTS.