• Tax Preparation Client Intake Form

    • Taxpayer Information 
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    • Add Drivers License and W2's / 1099

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    • Spouse Information 
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    • Add Drivers License AND ANY W2'S OR 1099

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    • Dependents 
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    • Add depedents social security card(s) AND MARKET PLACE INSURANCE

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    • Tax Related Questions 
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    • Expenses 

    • Please fill-up the information within the current year only.

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    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow WTP Accounting Solutions to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

      • I have read the terms and conditions and privacy policy of WTP Accounting.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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