SUPERIOR FAST TAX PREPARATION FORM

SUPERIOR FAST TAX PREPARATION FORM
Requested Tax Preparer
Did you get your tax prepared with Superior Fast Tax last year?
Taxpayer Information
Name

First NameMiddle NameLast Name
Social Security Number *
Date of Birth*

MonthDayYear
Date
Phone Number *
Please enter a valid phone number.
Email*
example@example.com
Driver License/State ID Number*
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Spouse Information
Spouse Full Legal Name

First NameMiddle NameLast Name
Spouse Social Security Number
Phone Provider
Spouse Email Address
example@example.com
Spouse Driver License/State ID Number
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do not include yourself or your spouse. Please List everyone who lived in your home and everyone who living outside your home that you support.
Dependent 1

First NameMiddle NameLast Name
Dependent SSN:
Date Of Birth

MonthDayYear
Date
Relationship
Did Your Dependent Live With You More Than Half Year

YesNo
Dependent 2

First NameMiddle NameLast Name
Dependent SSN:
Dependent Date Of Birth

MonthDayYear
Date
Relationship
Did Your Dependent Live With You More Than Half Year

YesNo
Dependent 3

First NameMiddle NameLast Name
Dependent SSN:
Dependent Date Of Birth

MonthDayYear
Date
Relationship
Did Your Dependent Live With You More Than Half Year

YesNo
Bank Account Information
Routing Number
Account Number
Type Of Account

CheckingSaving
By signing this form, you agree to allow Superior Fast Tax Service, LLC to use this information to prepare your income tax return, and to apply for bank products if applicable.

Signature

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Today's Date

MonthDayYear
Date
SWORN STATEMENT OF RESIDENCY
Name Of Parent(s) or Guardian(s)

First NameLast Name
Date of dependent lived with you in calendar year 2022

MonthDayYear
Date
Address that your dependent lived at with you in Calendar year 2023. (if moved put address that they lived with you for more than half year) .
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
List Of All Dependents That Lived With You From Your Tax Return
Select One

School RecordsMedical RecordsDaycare RecordsLease AgreementsOthers
If Other, List Below
Tax Payer Print Name

First NameLast Name
Signature

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Today's Date

MonthDayYear
Date
Dear Client: We appreciate the opportunity of working with you and advising you regarding your income tax. To ensure a complete understanding between us, we are setting forth the pertinent information about the services that we will perform on your behalf. By signing this document you acknowledge that all information in your 2023 federal and state tax return that include, but not limited to your earned and unearned income, expenses, deductions, dependents, and other information is true and accurate to your knowledge. This will serve as as our agreement in this matter and we ask that you carefully review the letter and sign to confirm all of the information contained within. It is your responsibility to provide us with all the information needed to prepare complete and accurate tax returns.
Today's Date

MonthDayYear
Date
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Please attach all documents that apply to you

(Valid Picture ID, Copy of Social Security Cards, W2s, 1099s, Healthcare Forms, Proof of Residency, Any Superior Fast Client Forms that need to go with file etc.
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SUPERIOR FAST TAX PREPARATION FORM

Taxpayer Information

Spouse Information

Do not include yourself or your spouse. Please List everyone who lived in your home and everyone who living outside your home that you support.

Bank Account Information

By signing this form, you agree to allow Superior Fast Tax Service, LLC to use this information to prepare your income tax return, and to apply for bank products if applicable.

SWORN STATEMENT OF RESIDENCY

Address that your dependent lived at with you in Calendar year 2023. (if moved put address that they lived with you for more than half year) .

List Of All Dependents That Lived With You From Your Tax Return