Lane Financial Tax Service

2026 Tax Due Diligence Form

Please complete all sections carefully to ensure compliance with IRS due diligence requirements.
Taxpayer Information
Taxpayer Full Name

First NameLast Name
SSN
Date of Birth

MonthDayYear
Date
Taxpayer Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Dependents
Dependent 1 Full Name

First NameLast Name
Dependent 1 Date of Birth

MonthDayYear
Date
Dependent 1 SSN
Dependent 2 Full Name

First NameLast Name
Dependent 2 Date of Birth

MonthDayYear
Date
Dependent 2 SSN
Dependent 3 Full Name

First NameLast Name
Dependent 3 Date of Birth

MonthDayYear
Date
Dependent 3 SSN
Common Income Questions
Did you receive any W-2 income?
Did you have any self-employment income?
Did you receive any unemployment compensation?
Did you receive any Social Security benefits?
Banking Methods
Preferred method for tax refund deposit
Account Number (Direct deposit)
Routing Number (Direct Deposit)
IRS Disclosure
IRS Disclosure Statement
I acknowledge that the information provided is accurate and complete to the best of my knowledge. I understand that this information will be used for preparing my tax return in compliance with IRS due diligence requirements.
Should be Empty:

2026 Tax Due Diligence Form