Customer Registration Form

Customer Details:
Full Name*

First NameLast Name
Social blanks* DOB Date* IPINNumber
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
ID # blooanks* Issue Date Date* Exp Date Date*
Spouse Name

First NameLast Name
Social blanks DOB Date IPIN
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com
ID # blanks Issue Date Date Exp Date Date
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status*
Occupation
How did you hear about us?*
Who may we thank for referring you?
Are you a NEW client?
Who is your preparer?*
Do you have any unfiled tax returns from previous years?
Did you submit a tax return last year?
Did you have marketplace health insurance last year and receive a form 1095-A? (Obamacare)*
Can another taxpayer claim you as a dependent on their tax return?
Did you make any estimate tax payments for the 2023 tax year?
Do you currently owe the IRS?
Do you currently owe Child Support?
Do you have a copy of a valid ID and social security card?*
Did you receive any early retirement distributions from your 401k?
Did you receive any unemployment?
Did you or any of your dependents attend higher education last year (college)?
Did you or your spouse make payments towards student loans last year?
Do you or your spouse own rental property?
Do you or your spouse have any Gambling Winnings? W2-G
Did you or your spouse receive or sell a digital asset?
Does any of the following apply to you?

I own a homeI made home improvements (solar panels, solar water heater or energy efficient improvements)I paid medical and dental expensesI adopted a childI had charitable contributionsI purchased an electric vehicleI received interest or dividend paymentsI am self employedI was affected by a natural disaster in 2023
Select documents that you are needing to file

W21099 Misc1099k1099-R1098TChildcare ExpensesBusiness Income and DeductionsW2GOther

Qualified Dependents:

	Full Name	DOB	Social Security Number	Relationship	Months in home	Disabled?
1
2
3
4
5
6

Can anyone else claim any dependents listed above on their 2023 tax return?
Have you ever been disallowed for EITC/AOTC/CTC/ACTC credits?*
Select the documents you can provide for dependents listed

School RecordsMedical RecordsBirth CertificateShot RecordsSocial Security Card
Did you pay child care expenses for any dependents listed ?
File Upload

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Do you have a business return to file?
Do you have a State return to file?
Are you applying for an advance?
How would you like your refund disbursed?*
Bank Name
Account Number
Routing Number
Taxpayer Signature*

Clear
Spouse Signature

Clear
This is an agreement between (the client) and Austin Financial, in which Austin Financial agrees to provide tax preparation and advisory services for the client at a reasonble fee agreed to by the client before submission. Services include compliance check with the IRS, preparation of tax return, reduction of tax liability if applicable , assistance with tax planning and organization if applicable, accounting services if applicable. Any additional work beyond the scope of this engagment can be modified by either party for reasonable cause with reasonable notice. All information provided by the client is certified to be true, any false information provided can result in pentalties and fines by the IRS at which the preparer is not liable.
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Customer Details: