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
Date
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 *
SingleMarriedMarried filing JointlySeparatedHead of Household
YesNo
2021 Return

Cancelof
YesNo
YesNo
Taxpayer Photo Identification *

Cancelof
Social Security card(s)

Cancelof
YesNo
Taxpayer Documents(W2,401k,etc...)

Cancelof
YesNo
Dependent(s) Documents

Cancelof
YesNo
YesNo
1099G(Unemployment Form)

Cancelof
YesNo
YesNo
YesNo
YesNo
Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:
YesNo
YesNo
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