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:

Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?Can another taxpayer claim you as a dependent on their tax return?Did the Taxpayer work in last year?Will you be filing a tax return with your Spouse? (Please provide spouse information)Do you have any dependents you will claim on your tax return?Can anyone else claim your dependents on their tax return?Have you ever been disallowed for EITC/AOTC/CTC? ACTC?Did you, your spouse, or any dependents attend college? (Form 1098-T)Did you, your spouse or dependents receive health insurance through the Marketplace and receive Form 1095-A?Did you or your spouse receive unemployment benefits? (Form 1099-G)Do you rent your current residence?Did you make any home improvements? Please provide details below.If you own your home, have you received documentaion from your mortgage lender? (Form 1098)Did you or your spouse make payments on your student loans? (Form 1098-E)Did you or your spouse pay any medical or dental expenses? (this does not include insurance premiums)Do you or your spouse own a rental property?Did you or your spouse have any gambling winnings? (Form W-2G)Did you or your spouse receive social security benefits?Did you make any charitable contributions? (Goodwill, Salvation Army, Church etc.)?Did you purchase a vehicle?Did you or your spouse withdraw money from your 401k?Did you receive any earnings from interest or dividends? (Forms 1099-DIV and 1099-INT)Are you self-employed?Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?
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)*

YesNo
Taxpayer Name*

NameOccupationSocial Security NumberDate of Birth
Mobile Number*
Please enter a valid phone number.
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.
Spouse Email
example@example.com
How many dependents will you claim on your 2024 tax return?

1 dependent2 dependents3 dependents4 or more dependents
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?

YesNo
Would you like a Life Insurance quote? (Some plans include a free will and estate planning)

YesNo
Are you planning on starting a business this year?

YesNo
Would you like to see if you PRE-QUALIFY for a SAME DAY ADVANCE UP TO $6,000? (ENDS 2/28/2025)

YesNo
How would you like your Refund disbursed? *
If you like your tax refund direct deposited into your bank account please complete bank information below:

YesNo
Bank Name
Type a question

CHECKINGSAVINGS
Would you like to receive a text message when your refund is funded?

YesNo
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)

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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.
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Client Tax Questionnaire

Dependents

Additional information