Gold Sky Financials Client Intake Form

Gold Sky Financials Tax Preparation - MAIN INFORMATION SHEET
Taxpayer Information (please print):
SOCIAL SECURITY NUMBER
DATE OF BIRTH

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
FIRST NAME
MI
LAST
EMAIL
example@example.com
Spouse Information (please print):
SOCIAL SECURITY NUMBER
DATE OF BIRTH

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
FIRST NAME
MI
LAST
EMAIL
example@example.com
Current Address (please print):
ADDRESS
CITY
STATE
ZIP CODE
MOBILE PHONE:
MOBILE PROVIDER
Format: (000) 000-0000.
MOBILE PROVIDER
Format: (000) 000-0000.
HOME PHONE NUMBER
Format: (000) 000-0000.
Dependent Information - Do not include yourself or your spouse
Please list everyone who lived in your home and anyone living outside your home that you support.
1. Would you like for your refund to be directly deposited in your bank account? (If yes, you need a voided check or a bank statement with your routing and account number.)
2. How did you hear about Gold Sky Financials
If someone referred you to Gold Sky Financials, please list their name below: (New Client Only)
Please indicate that the information above is correct best to your knowledge:
Referred By
Your Signature
Spouse Signature
GOLD SKY FINANCIALS, LLC

Direct Deposit Agreement Form

Authorization Agreement
I hereby authorize Gold Sky Financials, LLC to initiate a one-time automatic deposit to my account at the financial institution named below.

Further, I agree not to hold Gold Sky Financials, LLC responsible for any delay or loss of funds due to incorrect or incomplete information supplied by me or by my financial institution or due to an error on the part of my financial institution in depositing funds to my account.
Account Information
Name of Financial Institution:
Account Number:
Routing Number:
Account Type:
Signature
Authorized Primary Printed Name:
Authorized Primary Printed Signature
Authorized Joint Printed Name:
Authorized Joint Signature:
Today's Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Spouse Information (please print):