Get to Know You Form 2024

Tax Payer Name*

First NameLast NameSuffix
Get to Know You Form

Tax Period Ending December 2024
Tax Payer Email Address Email Tax Payer Phone Area Code Phone Number
Filing Status*

SingleMarried filing JointMarried filing SingleHead of HouseholdWidow/Surviving Spouse
Taxpayer Information

Only Enter Taxpayer Information Here

Enter Tax Payer*

Tax Payer

First Name

Last name

Full Address

Date of Birth

Social Security Number

Occupation/Job Title

IP PIN (if none assigned by IRS put NONE)

Spouse ONLY FOR MFJ, MFS or Widow filers

Spouse

First Name

Last name

Full Address

Date of Birth

Social Security Number

Occupation/Job Title

Phone

IP PIN (if none assigned by IRS put NONE)

Upload your (and Spouse if applicable) Drivers License/State ID here:*

Must upload identification for tax preparation; must upload Spouse's if filing married filing joint or widowed
Cancelof
Upload your (and Spouse if applicable) Income documents here:*

W2's, All 1099's (mortgage, school, taxes, interest, retirement, social security etc), PnL,/Income Statements,
Cancelof
Bank Name:
Bank Account Type (checking/savings):

Bank Routing #:
Confirm Bank Routing # :

Bank Account #:   Type a label
Confirm Bank Account #
Dependents

(If more than 5 dependents, add additional in comment section below)

Enter Dependent Information here:

Dependent #1

Dependent #2

Dependent #3

Dependent #4

Dependent #5)

First Name

Last Name with suffix if applicable

Social Security Number

Date of Birth

Relationship to Taxpayer

IP PIN if assigned by IRS

Is Dependant Disabled

Upload Dependent Documentation here:

example: Social Security Cards, daycare receipts, proof of relation, etc as needed
Cancelof

Tax Prep payment from refund? Audit Protection? Fast Cash Advance? Fast Forward (its new see my website at www.smithstaxprep.com for additoinal information)*

	Yes	No
Would you like to pay for your tax preparation fees from your refund?
Would you like Audit Protection Plus? ($109.95, provides 1 million dollars of audit defense if audited.)
Fast Cash Advance?
Fast Forward service? (a fee of 25.00 will be deducted from refund for this service)

Checklist*

	Yes	No
Participate in HSA with your Employer? If yes have you uploaded FORM 5498?
Are you or your spouse active military or a veteran?
Did you participate in Marketplace via healthcare.gov. If yes is your FORM 1095-A
Referred to Smith's Tax Service? If yes, list refer's name below (first time filers only)
Do you own a home, if yes upload your property tax/mortgage statement.
Did you install solar or other energy efficient items ony our home this year?
Did you buy an electric of fuel flex vehicle this year?

Are you new to Smiths Tax Service? Ifyes, put the person who referred you below.

First NameLast Name
Comments
Enter any additional information or notes to tax preparer not listed above
Should be Empty:

Get to Know You Form

Taxpayer Information

Dependents