Client Essentials Form

Client Essentials Form

Your privacy and security are our top priorities, rest assured that all information is safeguarded with industry-standard end-to-end encryption.
If you were referred by someone please list their full name here:
Please provide as much information as possible to ensure a smooth and stress-free process. Lets Get Started!
Client Full Name:*

First NameLast Name
Client Phone; *
Please enter a valid phone number.
Email (For e-flings and e-signatures):*
example@example.com
Birthday: *

MonthDayYear
Date
Social Security:*
State Drivers Licenses / ID No: (i.e. "CA - C6780052")
Do you Own / Rent?

Own HomeRent
Primary Address: *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Acknowledgments and Signature
Our Service Guarantee
While we strive for accuracy and excellence, we rely on the information provided by you. However, we are committed to providing the highest level of professional service and accuracy in preparing your tax return. If an error occurs due to a mistake on our part, we will correct it promptly and work with you to resolve the situation to the best of our ability.

Your Acknowledgment
I confirm that the information I have provided for the preparation of my tax return is accurate and complete to the best of my knowledge. I understand that any errors, omissions, or false information provided by me may result in discrepancies or audits by tax authorities, and I agree not to hold the tax preparer responsible for such outcomes.

> By submitting this form, you agree to the acknowledgment and terms outlined above.

Thank you for trusting us with your tax preparation needs. We’re here to support you every step of the way!
MyTaxGuyOnline.com and GoProTaxes are proud subsidiaries of Gonzales Professional Services, LLC. Your privacy and security are our top priorities—rest assured that all information is safeguarded with industry-standard end-to-end encryption.
Should be Empty:

Do You Have Dependents?