Client Tax Questionnaire

Tax Client Applicatiom

Fill out the form below to submit your tax information to me. If you have any questions prior to completing this form, do not hesitate to contact me by email jessicathomas@taxcitytaxprep..com or by phone at 800-937-0709. Thank you and have a great day!
IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.
Are you a new or existing client?*
Preparer’s Name (Do Not Leave Blank)*
Do you have a copy of your prior year tax return?*

YesNo
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*

YesNo
Taxpayer Name*

First NameLast Name
Taxpayer Date of Birth*

MonthDayYear
Date
Taxpayer Social Security Number*
Taxpayer Occupation*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Can another taxpayer claim you as a dependent on their tax return?*

YesNo
Will you be filing a tax return with your spouse?*

YesNo
Taxpayer Identification Card Or Drivers License*

Cancelof
Taxpayer Social Security Card*

Cancelof
Taxpayer Income Documents

Cancelof

Spouse Information
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Social Security Number
Spouse Occupation
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

YesNo
Ip Pin Number
Can another taxpayer claim you as a dependent on their tax return?

YesNo
Did the spouse work in 2022?

YesNo
Spouse Photo Identification

Cancelof
Spouse Social Security Card

Cancelof
Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:

YesNo
Bank Name
Routing Number
Account Number

Tax Client Applicatiom