Client Tax Questionnaire

Please fill out the following questionnaire to the best of your ability, once submitted it will be securely sent to our office.
Client Tax Questionnaire

Thank you for taking time to complete your Client Questionnaire. To ensure we provide the best results, please assure that you upload all supporting documents when submitting your file. All Documents can be submitted online, emailed to taxes@wfsintl.com or via text to (877) 866-6399
Please select all that apply. You will be able to submit proof of documentation below:
Are you a NEW or EXISTING Client?
REFERRAL CODE (OPTIONAL)
If you were referred by an agency
Do you have a copy of your prior year tax return? (Please upload below)
Taxpayer Name

NameOccupationSocial Security NumberDate of Birth
Mobile Number
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Information

NameOccupationSocial Security NumberDate of Birth
Spouse Mobile Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email
example@example.com
How many dependents will you claim on your 2024 tax return?
Dependents
Dependent (1)

NameRelationshipSocial Security NumberDate Of Birth
Dependent (2)

NameRelationshipSocial Security NumberDate Of Birth
Dependent (3)

NameRelationshipSocial Security NumberDate Of Birth
Additional information

Provide additional information as required
Heres where you can add information that will help us to obtain the maximum benefits for your return.
Do you plan to purchase a home within the next one or two years?
Would you like a Life Insurance quote? (Some plans include a free will and estate planning)
Are you planning on starting a business this year?
Would you like to see if you PRE-QUALIFY for a SAME DAY ADVANCE UP TO $6,000? (ENDS 2/28/2025)
How would you like your Refund disbursed?
If you like your tax refund direct deposited into your bank account please complete bank information below:
Bank Name
Type a question
Would you like to receive a text message when your refund is funded?
Select your cell phone provider
How did you hear about WFS Tax Solutions?
Select Your Tax Professional
Best Time To Have a Tax Professional Contact You
UPLOAD RELEVANT DOCUMENTS HERE (DRIVERS LICENSE, SOCIAL SECURITY NUMBERS, CHILD DAYCARE STATEMENT, W2'S, 1099'S, ACA STATEMENTS ETC)

Cancelof
I acknowledge that all information provided to WFS TAX SOLUTIONS is true and accurate to the best of my knowledge.
I acknowledge that all information provided to WFS TAX SOLUTIONS is true and accurate to the best of my knowledge.
Signature
Should be Empty:

Client Tax Questionnaire

Dependents

Additional information