New Client Form for Personal Taxes
Taxes personal in Inglish
DATE
*
-
Month
-
Day
Year
Date
SSN
*
NAME
*
First Name
Middle Name
Last Name
Suffix
PHONE NUMBER
*
Please enter a valid phone number.
ADDRESS
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
MAIL
*
example@example.com
DATE OF BIRTH
*
-
Month
-
Day
Year
Date
DO YOU RECEIVE YOUR REFUND BY DIRECT DEPOSIT?
*
Please Select
YES
NO
BANK INFORMATION AND ROUTING NUMBER
BANK ACCOUNT NUMBER
DRIVING LICENSE OR ID
*
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IP PIN- PROTECTION PIN (Sent by IRS)
STIMULUS # 1
Yes
No
HOW MUCH DID YOU RECEIVE IN STIMULUS #1?
STIMULUS # 2
Yes
No
HOW MUCH DID YOU RECEIVE IN STIMULUS #2?
PHOTO W2 /1099
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DID YOU RECEIVE 1099G -UNEMPLOYMENT?
*
Yes
No
1099-G FORM
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¿RECEIVED 1095A- OBAMA CARE?
*
Yes
No
1095A FORM
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SPOUSE NAME
First Name
Middle Name
Last Name
Suffix
SSN
DATE OF BIRTH
-
Month
-
Day
Year
Date
IP PIN- PROTECTION PIN (Sent by IRS) of the SPOUSE
DO YOU HAVE DEPENDENTS?
*
Yes
No
HOW MANY DEPENDENTS DO YOU HAVE?
EVIDENCE OF DEPENDENT CHILDREN
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EVIDENCE OF DEPENDENT CHILDREN ...
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SIGNATURE
BY WHAT MEANS DO YOU WANT YOUR INTERVIEW?
Please Select
IN PERSON
PHONE CALL
VIDEO CALL
REFERRED BY:
Send
Should be Empty: