TOMAR SOLUTIONS, LLC
TAX PREPARATION MAIN INFORMATION SHEET
TAXPAYER INFORMATION (PLEASE PRNT):
SOCIAL SECURITY NUMBER
*
NAME
*
First Name
Last Name
DATE OF BIRTH
*
-
Month
-
Day
Year
Date
EMAIL
*
example@example.com
SPOUSE INFORMATION (PLEASE PRNT):
SOCIAL SECURITY NUMBER
NAME
First Name
Last Name
DATE OF BIRTH
-
Month
-
Day
Year
Date
EMAIL
example@example.com
CURRENT MAILING ADDRESS
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Do you have dependents?
*
Yes
No
DEPENDENT(s) INFORMATION (do not include yourself or spouse)
ENTER YOUR DEPENDENT(s) (list everyone that lived in your home and you provide more than 50% support for)
NAME: FIRST, MIDDLE, LAST NAME(print exactly as social security card reads)
Date of Birth
Relationship
SOCIAL SECURITY NO.
FULLTIME STUDENT
TOTALLY DISABLED
1
2
3
4
5
Would you like your refund to be direct deposited in your bank account? (If yes, you will need a voided check or a bank statement with your routing and account number)
*
YES
NO
How did you hear about Tomar Solutions
*
If someone referred you, please list their name below (new clients only)
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow Tomar Solutions, LLC to capture my sensitive data like personal id, government id, and other information needed to prepare my tax return.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
Date
Taxpayer Signature
*
Date Signed
-
Month
-
Day
Year
Date
Spouse Signature
Print
Submit
Should be Empty: