• New Client Information Sheet

  • PLEASE FILL OUT COMPLETELY (DUE TO IRS RULING, WE NEED PROPER NAMES)

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  • Email Address
    Spouse Email

  • Date of Spouse's Death (if widower)

  • If Filing separately Spouses Adjusted Gross Income is required:

  • IOWA RESIDENTS ONLY: School District that you live in

    ILLINOIS RESIDENTS ONLY: Parcel ID #

  • DEPENDENTS (CHILDREN & OTHER) ***COPY OF BIRTH CERTIFICATE AND SOCIAL SECURITY CARD REQUIRED FOR ALL DEPENDENTS***

  • Relationship
    Date of Birth   
    SSN #   
    Months Lived with you
    Dependent's Gross Income   

  • Relationship
    Date of Birth   
    SSN #   
    Months Lived with you
    Dependent's Gross Income   

  • Relationship
    Date of Birth   
    SSN #   
    Months Lived with you
    Dependent's Gross Income   

  • **ALL NEW CLIENTS NEED COPY OF 2020 TAX RETURN FOR FEDERAL & STATE**

    THIS FORM NEEDS TO BE COMPLETED AND RETURNED WITH TAX DOCUMENTS

  • Traditional or Roth Amount

  • Years Taken

  • **Did you receive 3rd stimulus payment?**
    Date Received
    Amount Received

  • Bank Name
    Routing Number  
    Account Number     

  • This information is true and correct to the best of my/our knowledge.  All items of income have been reported and all items of expense are supported by receipt or other evidence

  • Clear

  • Primary Tax Payer:
    Spouse (Joint Return)

  • Email & PIN Information

    If you would like to haver the ability to call and receive a copy of your tax return after tax season, you will need to sign and enter following information:
  • Should be Empty: