Tax Client Data Entry and Appointment Form

Welcome to The Legacy Tax Firm Inc.
Important client Request , Goals or Objectives !
“Your Prosperity Is Our Legacy”

Personal Information
Name

First NameLast Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit year
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Filing Status
Tax Years
Dependents? If yes provide the dependents Name, Date of Birth, Social Security Number and Relationship below.
Name

First NameLast Name
Dependent's Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit year
Social Security Number
Relationship

Name

First NameLast Name
Dependent's Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit year
Social Security Number
Relationship

Name

First NameLast Name
Dependent's Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit year
Social Security Number
Relationship

Income Information
W-2 Upload

Cancelof
W-2 Upload

Cancelof
1099-NEC

Cancelof
1099-NEC

Cancelof
1099-DIV/1099B

Cancelof
1099-DIV/1099B

Cancelof
Other Income forms and or Statements

Cancelof
Other Income forms and or Statements

Cancelof

Deductions & Credits
Home Ownership
1098 Upload

Homeowners form
Cancelof
Childcare Expense

Cancelof
1098-T Upload

Education Expenses
Cancelof
Other Deductions

Or Receipts
Cancelof

Identity Verification
Government ID Upload

Driver's License, Passport, ect.
Cancelof
Prior Year Tax Return

Cancelof

Payment & Agreement
Service Fee Notice: Our filing fee for back tax returns is $300 per return. Standard filing fees may vary depending on your tax situation. In current filing seasons standard filing fees are $530.00 but may vary depending on your tax situation. Your fees will be discussed before returns are filed.
Signature

Appointment

Review & Submit
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