2024 Client information Sheet:
If you are a returning client only complete what has changed
The basics (start here)
Are you new or a current client
Please Select
Current Client
New Client
Marital Status
*
Single
Married
Can anyone claim you as a dependent?
Yes
No
Do you have Dependents that you claim?
Yes
No
How Many dependents do you have?
Please Select
1
2
3
4
If you have more than four please contact our office.
New clients, how did you hear about us?
Who referred you?
We reward referrals!
Taxpayer Information
Primary Taxpayer Name
*
First, Initial, Last Name
SSN (Taxpayer)
*
Phone Number (Taxpayer)
*
Please enter a valid phone number.
May we contact you by text message?
Yes
No
Alternate Phone Number (Taxpayer)
Please enter a valid phone number.
Occupation (Taxpayer)
Date of Birth (Taxpayer)
/
Month
/
Day
Year
Date
Driver License/State ID # (Taxpayer)
ID State (Taxpayer)
ID ISS Date (Taxpayer)
/
Month
/
Day
Year
Date
ID Exp Date (Taxpayer)
/
Month
/
Day
Year
Date
E-Mail Address (taxpayer)
*
example@example.com
Spouse Information
(Spouse) Name
First, Initial, Last Name
SSN (Spouse)
Date of Birth (Spouse)
/
Month
/
Day
Year
Date
Phone Number (spouse)
Please enter a valid phone number.
Alternate Phone Number (Spouse)
Please enter a valid phone number.
Driver License/State ID# (Spouse)
ID State (Spouse)
ID Issue Date (Spouse)
/
Month
/
Day
Year
Date
ID Expiration Date (Spouse)
/
Month
/
Day
Year
Date
Occupation (Spouse)
E Mail Address (Spouse)
example@example.com
Address Info
Mailing Address
Apt #
City
State
Zip
Did you live at this address all year?
Yes
No
Did You pay property taxes last year?
Yes
No
Did you live or work in the city at any point last year?
Yes
No
Did you receive any of the following last year?
Wages (W2's)
1099-K (Personal or Business)
Unemployment
Social Security Benifits
Self-Employment (Complete SE Form)
Pension & Annuities
Interest
Dividends
Gambling Winnings
Did you have any of the following last year?
Sale of Virtual (Crypto) Currency
Sale of Real Estate
Sale of Stocks
Child Support
Child Care Expenses
Cash Benefits
College Tuition
Student Loan Interest
Worker's Compensation
Did you have any of the following last year?
Medical Expenses
Rent
Mortgage Interest
Real Estate Taxes
Charitable Donations
Energy Efficient Purchases
Out of State Purchases
Form 1095-A (Market Place Insurance)
Other Taxable or Non-Taxable Income
Dependent 1
Dependent 1 Name (Leave blank if none)
Dependent 1 SSN (Leave blank if none)
Dependent 1 Relationship (Leave blank if none)
Please Select
Son
Daughter
Grandchild
Parent
Neice
Nephew
other
Dependent 1 Months in home (Leave blank if none)
Dependent 1 Birthday
-
Month
-
Day
Year
Date
Is the dependent:
Attending college
Disabled
Dependent 2
Dependent 2 Name (Leave blank if none)
Dependent 2 SSN (Leave blank if none)
Dependent 2 Relationship (Leave blank if none)
Please Select
Son
Daughter
Grandchild
Parent
Neice
Nephew
other
Dependent 2 Months in home (Leave blank if none)
Dependent 2 Birthday
-
Month
-
Day
Year
Date
Is the dependent:
Attending college
Disabled
Dependent 3
Dependent Name (Leave blank if none)
Dependent SSN (Leave blank if none)
Dependent Relationship (Leave blank if none)
Please Select
Son
Daughter
Grandchild
Parent
Neice
Nephew
other
Dependent Months in home (Leave blank if none)
Dependent Birthday
-
Month
-
Day
Year
Date
Is the dependent:
Attending college
Disabled
Dependent 4
Dependent Name (Leave blank if none)
Dependent SSN (Leave blank if none)
Dependent Relationship (Leave blank if none)
Please Select
Son
Daughter
Grandchild
Parent
Neice
Nephew
other
Dependent Months in home (Leave blank if none)
Dependent Birthday
-
Month
-
Day
Year
Date
Is the dependent:
Attending college
Disabled
Refund and Payment Information
How would you like to recive any refunds?
Check Mailed
Direct Deposit
Check printed in office (only available when preparation fees are taken from refund)
How do you wish to pay for service
Cash/Check
Credit/Debit
Deduct from refund. ( 3rd party fees apply)
Bank Name
Routing #
Account #
Account type
Checking
Savings
Submit
Should be Empty: