TDS Client Financial Statement

Please complete with as much information as possible.

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Full Name

First

Last

Email Address

Phone Number

Name, dates of birth, and relationship of all dependents claimed on a tax return

Please provide a detailed overview of your financial situation.

Name of Employer

Occupation

Vehicle #1 Year, Make, and Model

Name of Bank

Last Four Digits of Bank Account

Name of Institution that Manages your 401k

Last Four Digits of 401k Account Number

of Digits all

Mortgage Balance

Vehicle #1 Loan Balance

Vehicle #1 Lender Name

Vehicle #2 Year, Make, and Model

Vehicle #2 Loan Balance

Vehicle #2 Lender Name

Tax Debt Services
38605 Calistoga Dr. #200
Murrieta CA 92563

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