One Stop Taxes NE Region LLC Client Intake Form

2025 Client Intake Profile Form

First Name:

Middle Name:

Last Name:

Referred By:

Social Security #:

Date of Birth:

Driver's License State Code:

Driver's License Issue Date:

Driver's License Expiration Date

Address Line 1:

Address Line 2:

City:

State Code:

Zip Code:

Cell Phone #:

Landline Phone #:

Is it OK to text your cell phone?

Is it OK to leave a voice message on your cell phone?

Is it OK to leave a voice message on your landline phone?

Email Address:

What is the beat day(s) and time(s) to call you?

Are you self-employed?

Do you own a business?

Do you have any prior years taxes that have not been filed?

Do you have any unresolved IRS letters, notices, or issues?

Upload your scanned tax documents (W-2', 1099's, Interest Statements, IRS Notices and Letters,etc)

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Message:

ABOUT ONE STOP TAXES NE REGION LLC

At ONE STOP TAXES NE Region LLC, we provide comprehensive tax, financial, and business services to individuals and companies in Pleasantville, Atlantic County, and nationwide. From expert tax preparation and business credit solutions to mortgage loans, insurance, and more, our experienced team is dedicated to helping you navigate your financial journey with confidence. With a focus on personalized service and long-term success, we’re here to support your financial goals every step of the way.

CONTACT DETAILS

Phone: 609-401-7574

927 North Main Street

Suite A-4

Pleasantville, NJ 08232

Get In Touch

2025 Client Intake Profile Form