Due Diligence Form

Due Diligence Form
Due Diligence Form

IRS Required questions to verify information on your tax return. Only need to fill this out if I request that you do so.
Name

First NameLast Name
Last 4 digits of your SSN
Date

MonthDayYear
Date
Marital Status on December 31 of tax year
First Name of 1st Dependent
Dependent 1
First Name of Dependent 2
Dependent 2
First Name of Dependent 3
Dependent 3
First Name of Dependent 4
Dependent 4
Earned Income Credit
Review of Income
Does anyone else claim one or more of your children as a dependent?

NoYesNot SureNeed clarification
Signature*

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