Client Information Page

Client Information Page
Your Name or Business Name*
Email*
Home or Work Phone*
SSN or EIN*
DOB or Start of Business Date
Occupation*
Home Address or Business Address*

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Spouse Name
Spouse SSN
Spouse DOB
Spouse Occupation
SingleMarried SeparateMarried JointHead of Household
Exemption Information
First Dependent Information
Dependent Name
SSN
DOB
Relationship
YesNo
How Many Months?
Second Dependent Information
Dependent Name
SSN
DOB
Relationship
YesNo
How Many Months?
Third Dependent Information
Dependent Name
SSN
DOB
Relationship
YesNo
How Many Months?
Financial Information
WagesDividendsSelf EmployedRentalSale of Property/Stocks/BondsSocial SecurityRental IncomePrior Year State Tax RefundSchool 1098TIRAs (1099R)Unemployment (1099G)Interest (1099INT)Business IncomeOther
YesNo
YesNo
YesNoOther
YesNo
IF BANK PRODUCTS ARE USE THERE WILL BE ADDITONAL FEES.
Before your tax return can be prepared, your documents must be uploaded.
Driver's License*

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SS Cards

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DEPENDENTS SS Card(s)

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DEPENDENTS BIRTH CERTIFICATIONS(s)

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PROOF OF ADDRESS

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W-2, 1099 MISC, 1099NEC, 1099R 1098T etc.

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W-2, 1099 MISC, 1099NEC, 1099R, 1098T etc.

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W-2, 1099 MISC, 1099NEC, 1099R, 1098T etc.

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Business Expense Sheet

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BANK ACCOUNT INFORMATION

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LAST YEAR'S TAX RETURN

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LAST YEAR'S BUSINESS RETURN

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Check Stub including Overtime

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Verify Your Human*
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Client Information Page

Exemption Information

Financial Information

Before your tax return can be prepared, your documents must be uploaded.