Client Information Form

Client Information Form

Single / Head of Household Filing Status Only
Name

First NameLast Name
SSN
XXX-XX-XXXX
Date of Birth

MonthDayYear
Occupation or job title
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What state did you live in as of 12/31/2025
Resident State
Best Phone Number
Format: (000) 000-0000.
Best Email
example@example.com
What was your marital status on December 31, 2025?
Which filing status do you generally use?
Did you file a tax return last year? (2024)
Did you serve in the U.S. Armed Forces in 2025? (Active, Reserve, National Guard)
Did you pay more than half the cost for keeping up the home where you lived during the year?
Did you receive income from multiple states?
Can someone claim you as a dependent on their tax return?
Did you have children or dependents last year?
Did you pay for child or dependent care?

Dependent Information

Rows	First Name	Last Name	Birthdate	Social Security #	Relationship to you	Did dependent live with you all year? (Y/N) How many months?
1-Dependent
2-Dependent
3-Dependent
4-Dependent
5-Dependent
6-Dependent

Did you have a job last year? (W-2)
How many W-2's did you receive?
DIFFERENT EMPLOYERS
Did you own your own business or do any gig work/independent contractor last year? (1099-NEC, 1099-MISC, 1099-K or other Records)
Did you receive unemployment benefits?(1099-G)
Did you receive interest from a bank account? (1099-INT)
Did you receive any dividends? (1099-DIV)
Did you sell any stocks or investments? (1099 B)
Did you sell or trade cryptocurrency or digital assets? (1099-B or other statements)
Did you have gambling or other lottery winnings? (W-2G, 1099 MISC)
Did you withdraw money from or receive income from a retirement account (1099-R, 401k, pension)
Did you receive Social security benefits? (1099 SSA or RRB - 1099)
Did you receive rental property income? (1099-MISC, 1099-k or other records)
Did you receive income from an S-Corp, Partnership, or trust? (Schedule K-1)
Did you sell a home? (1099-S or escrow statement)
Did you have cancelled debt? (1099-C)
Do you have an Identity Protection Pin Number? Input current IP PIN#
https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin
Did you enroll in or have health insurance from the Marketplace / Healthcare.gov / ObamaCare / Affordable Care Act? (1095-A)
Did you pay any mortgage interest? (1098)
Did you pay any tuition or college expenses? (1098-T)
Did you pay student loan interest? (1098-E)
Did you use money from a Health Savings Account (HSA) or Medical Savings Account (MSA)? (1099-SA)
Did you purchase an electric vehicle? (Form 8936)
Attach Valid Photo Identification for everyone 18 yrs. & older listed on tax return

Driver's License or State ID card
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Attach Income Documents: (W-2, 1099'S, ETC...)

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Attach Self employment / independent contractor documentation (1099's, expense sheet, business card, flyer, brochure, IRS tax ID number, etc)

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Attach any other documentation you may use to file taxes (School Forms 1098T, Mortgage Form, Contribution Statement, Itemized Expenses, Investment Forms, etc.)

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Attach dependents birth certificate, social security card, or report cards (1 or more)

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Attach your prior year tax return (New Clients Only)

New Clients Only
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Preferred Refund Method
Upload Direct Deposit Information -if direct deposit was selected

Voided Check, Direct Deposit Form, must list-bank name, routing and account number
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What type of appointment would you prefer?

Other
Who referred you
List any people you may have referred
Signature
Should be Empty: