SECTION 1: CLIENT INFORMATION

SECTION 2: DEPENDENTS

SECTION 3: INCOME SOURCES

SECTION 4: BUSINESS EXPENSES (Schedule C)

SECTION 5: EDUCATION

SECTION 6: HEALTH INSURANCE

SECTION 7: CREDITS & LIFE CHANGES

SECTION 8: BANKING & REFUND OPTIONS

SECTION 9: PRIOR YEAR & IRS ISSUES

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