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
Filing Status
Exemption Information
First Dependent Information
Dependent Name
SSN
DOB
Relationship
Did the dependent live with you?
How Many Months?
Second Dependent Information
Dependent Name
SSN
DOB
Relationship
Did the dependent live with you?
How Many Months?
Third Dependent Information
Dependent Name
SSN
DOB
Relationship
Did the dependent live with you?
How Many Months?
Financial Information
What Are Your Sources of Income? (Check All That Apply)

Other
Did You Have Any Out Of Pocket Business Expenses?
Did You Use Your Vehicle For Business?
Did You Contribute To A Traditional IRA This Year?

Other
Did You Pay for Daycare Expenses?
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

Browse Files

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Verify Your Human
Should be Empty:

Client Information Page

Exemption Information

Financial Information

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