Client data Sheet

DREAM BIG TAX CLIENT DATA FORM
Taxpayer Name

First NameMiddle Initial
Last Name
Spouse Name

First NameMiddle Inital
Taxpayer Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Social Security Number
(no dashes)
Taxpayer Occupation
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Filing Status
Do you have a copy of your (2021) tax return?
2021 Return

Cancelof
Can another taxpayer claim you as a dependent on their tax return?
Will you be filing with your Spouse?
Taxpayer Photo Identification

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Social Security card(s)

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Did the Taxpayer work in 2022?
Taxpayer Documents(W2,401k,etc...)

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Do you have any dependents you will claim on your 2022 tax return?
Dependent(s) Documents

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Did you, your spouse, or any dependents attend college in 2022?
Did you receive 3rd Stimulus?
1099G(Unemployment Form)

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Did you or your spouse receive unemployment benefits in 2022?
Did you make charitable contributions in 2022? (Goodwill, Salvation Army, Church etc.)?
Are you self-employed?
Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc..?
Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:
Would you like to apply for an Advance Loan up to 7,000? (ends 2/27/2023)
Would you like to receive a text message when your refund is funded?
How did you hear about DREAM BIG TAX SERVICE?
I acknowledge that all information provided to DREAM BIG TAX SERVICE , is true and accurate to the best of my knowledge. I waive DREAM BIG TAX SERVICE, and the preparer of any error due to incorrect information provided by me.

I authorize DREAM BIG TAX SERVICE to file my tax return.
Taxpayer Signature
Spouse Signature
CONSENT TO USE TAX RETURN INFORMATION
TaxPayer Signature
Spouse Signature
Should be Empty:

DREAM BIG TAX CLIENT DATA FORM