IRSTaxX- New Client Form (Individual)

IRS Tax X Relief & Accounting, LLC

10380 SW Village Center Drive #275, Port St Lucie, FL 34986

(888) 832-9099 Fax: (561) 922-1926

www.irstaxXrelief.com
PERSONAL INFORMATION:
Name *

First Name Last Name
Spouse Name

First Name Last Name
Home Address *

Street Address

Street Address Line 2

City State

Zip Code
Phone Number

Area Code Phone Number
Cellular Phone Number *

Area Code Phone Number
Email *
example@example.com
Filing Status *

Married Filing Jointly Married Filing Separately Head of Household Widower Single
Occupation *
Annual Income *
Spouse Occupation
Spouse Annual Income
Did you have any of the following? (Select all that apply) *

Investments & Dividends Own Rental Property Sold Real Estate, Stocks, Retirement Accounts Home Based Business Unemployment Income Debt Cancellation Out of Pocket Medical Expenses Charitable Contributions or Donations Childcare Expenses Health Insurance (1095A, 1095B, 1095C) Student Loan Identity Protection Pin (Provided by IRS) None
Dependent Information *
How did you hear about IRS Tax X Relief & Accounting? *
Professional Tax & Accounting Services You Can Count On!
What accounting or tax services are you interested in? *

Individual Tax Preparation Business Tax Preparation Bookkeeping Payroll Financial & Business Consulting Virtual Tax Preparation Virtual Accounting Services
GENERAL BUSINESS INFORMATION:
Business Name
Full Name
Business Address

Street Address

Street Address Line 2

City State

Zip Code
Business Phone Number

Area Code Phone Number
Contact Person
Employer Identification #
EIN
Business Entity

Sole Proprietor Partnership S-Corporation Corporation Limited Liability Company
Date of Business Formation

Month Day Year
State
Location where business entity was filed
Fiscal Year End
Business Description
Method of Accounting

Cash Accrual
Bookkeeping

Internal External None
Bookkeeping Software
(Name, version, & edition)
Payroll Service

Yes No
Number of Employees
Does the company own any related entities?

Yes No
Names of related entities
Upload Tax Documents

Browse Files

Cancel of
ACKNOWLEDGEMENT

The information that was submitted to IRS Tax X Relief & Accounting is true to the best of my knowledge. I understand that if the information is false or conjured, that I indemnify IRS Tax X Relief & Accounting for any misstatements or documents provided by me. I also understand that additional information may be requested or needed to complete the filing of the tax return and/or for the desired accounting services.
Taxpayer's Name *
Acknowledgement
Spouse's Name
Acknowledgement
Should be Empty:

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