CLIENT DATA FORM
SOCIAL SECURITY NUMBER*
*
Date of Birth*
*
-
Month
-
Day
Year
Date
Name*
*
First Name
Last Name
Occupation*
*
Cell Phone*
*
Please enter a valid phone number.
Format: (000) 000-0000.
Home Phone*
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email*
*
example@example.com
Cell Phone Company*
*
Client Gender*
*
Please Select
FEMALE
MALE
State ID or Driver's License #*
*
ID or Drivers License Issue State*
*
Issue Date*
*
-
Month
-
Day
Year
Date
ID Expiration Date*
*
-
Month
-
Day
Year
Date
State ID or Driver's License*
*
Please Select
STATE ID
DRIVERS LICENSE
Address*
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse Social Security Number
Spouse Date of Birth
-
Month
-
Day
Year
Date
Spouse Name
First Name
Last Name
Spouse Occupation
Spouse Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Home Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Email Address
example@example.com
Spouse Cell Phone Company
Spouse State ID or Driver's License #
Spouse ID or Driver's License Issue State
Spouse Issue Date
-
Month
-
Day
Year
Date
ID Expiration Date
-
Month
-
Day
Year
Date
Spouse State ID or Drivers License
Please Select
STATE ID
DRIVERS LICENSE
Bank Name
Bank Routing Number
Bank Account Number
Bank Account Type
CHECKING
SAVINGS
Dependent #1 Name
First Name
Last Name
Dependent #1 Date of Birth
-
Month
-
Day
Year
Date
Dependent #1 Social Security Number
Dependent #1 Relationship
Dependent #2 Name
First Name
Last Name
Dependent #2 Date of Birth
-
Month
-
Day
Year
Date
Dependent #2 Social Security Number
Dependent #2 Relationship
Dependent #3 Name
First Name
Last Name
Dependent #3 Date of Birth
-
Month
-
Day
Year
Date
Dependent #3 Social Security Number
Dependent #3 Relationship
HOW WOULD YOU LIKE TO PAY FOR YOUR TAX SERVICES?*
*
Please Select
UPFRONT
FROM MY TAX REFUND
WOULD YOU LIKE TO APPLY FOR A TAX LOAN UP TO $7000?
*
Please Select
YES
NO
Loans up to $1000 or less no interest, Loans $1001 -&7000 APR applies up to 36%
HOW WOULD YOU LIKE TO RECEIVE YOUR TAX REFUND?*
*
Please Select
DIRECT DEPOSIT (MOST POPULAR)
CHECK
DEBIT CARD FROM TAX OFFICE
How would you like to receive your tax refund?
ALL INFORMATION THAT I HAVE PROVIDED TO SOPHISTICATED TAX LAB ON THIS CLIENT DATA FORM IS TRUE AND ACCURATE TO THE BEST OF MY KNOWLEDGE. PLEASE SIGN BELOW*
*
I UNDERSTAND THAT IF MY TAX REFUND IS OFFSET FOR ANY REASON, I AM RESPONSIBLE TO REMIT PAYMENT TO SOPHISTICATED TAX LAB WITHIN 30 DAYS OR MY ACCOUNT WILL BE SUBJECT TO COLLECTIONS ACTIVITIES. PLEASE SIGN BELOW*
*
UPLOAD VALID ID OR DRIVER'S LICENSE
*
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UPLOAD SOCIAL SECURITY CARDS FOR ALL*
*
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UPLOAD DEPENDENTS BIRTH CERTIFICATES*
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UPLOAD W2 FORM(S)
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DID YOU RECEIVE UNEMPLOYMENT INCOME IN 2022? PLEASE UPLAOD 1099G BELOW
*
Please Select
YES
NO
UPLOAD 1099-G UNEMPLOYMENT FORM
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UPLOAD 1099-NEC FORM(S) CONTRACT/SELF EMPLOYMENT WORKERS
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DID YOU OR YOUR DEPENDENT GO TO COLLEGE?
*
Please Select
YES
NO
UPLOAD 1098-T FORM(S)
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DID YOU PAY STUDENT LOAN INTEREST?
*
Please Select
YES
NO
UPLOAD FORM FROM STUDENT LOAN PAYMENTS
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DO YOU OWN A HOME?
*
Please Select
YES
NO
UPLOAD 1098 FORM
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DID YOU RECEIVE INTEREST INCOME? UPLOAD FORM 1099-INT
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UPLOAD PROOF OF MEDICAL INSURANCE (FORM 1095-A, 1095-B, 1095-C)
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DID YOU MAKE INVESTMENTS OR PAY CAPITAL GAINS? UPLOAD 1099-B OR 1099-DIV
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UPLOAD 1099B OR 1099DIV
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DID YOU START OR OPERATE A BUSINESS? PLEASE BE ADVISED YOU WILL HAVE TO COMPLETE ADDITIONAL FORMS IF YOU REQUIRE BUSINESSTAX FILING*
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WHAT IS YOUR FILING STATUS?
*
Please Select
SINGLE
MARRIED FILING JOINTLY
MARRIED FILING SEPARATELY
HEAD OF HOUSEHOLD
QUALIFYING WIDOW
SIGNATURE*
*
CHOOSE YOUR TAX PROFESSIONAL*
*
Please Select
ALICIA KING
SAMICA JONES
NICOLE LEE
SELECT YOUR TAX PROFESSIONAL
Submit
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