New Day Solution Services 2023 Tax Return Client List
Full Name
*
First Name
Last Name
Full Address
*
Contact Number
*
Please enter a valid phone number.
Email Address (you will be automatically added to our email list)
*
example@example.com
Date Of Birth
*
-
Month
-
Day
Year
Date
Are you a returning client?
*
Yes
No
Filing Status
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Single
Married Filing Joint
Head of Household
If filing a joint return please list your spouses name as it appears on their Social Security Card
Dependents
Dependent Name
SSN
DOB
Relationship
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Do you have Child Care expenses
*
Yes
No
If you had Child Care Expenses please list (Name of Child Care Provider, Address, Federal ID Number, and Amount Paid):
Income (Please answer Y or N)
*
Income Info
How many W2's do you have
Did you receive unemployment
Did you receive bank interest
Did you receive any Misc 1099 income
Do you have rental property
Do you receive social security
Did you take money from your 401
Do you have self employment income
Did you sale any stock
Deduction (Please answer Y or N)
Income Info
Do you have mortgage interest
Do you pay Real Estate taxes
Do you pay vehicle tax
Do you pay tithes
Pay Out Of Pocket (Please answer Y or N)
Income Info
Did you owe the state last year
Did you pay the state
Did you pay Alimony
Did you file taxes last year
Did you receive a Federal refund last year
Did you owe the IRS? If so, how much did you owe?
Did you pay or borrow, fund college tuition
How much paid for self
How much paid for child
Have you received all your tax documents and ready to file your return? (If you are ready to begin the filing process please click the blue hyper link on the Thank You page)
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Yes
No
Appointment type?
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Virtual
In Office
Are you a Armed Forces Reservist?
*
Yes
No
Are you part of a business Partnership or Corporation
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Yes
No
Do you owe $7,000 or more in back taxes?
Yes
No
If you owe back taxes, would you like to receive more information about Tax Debt Resolution?
Yes
No
Do you have questions regarding your return and would like a call back?
*
Yes
No
Signature
Continue
Continue
Should be Empty: