C&B Financial - Client Form

Bookkeeping Services Form
Name of the company*
Type of company*
Email*
example@example.com
EIN Number*
This is a 9 digit number
Type of business and services offered*
Business owner's name*

First NameMiddle NameLast Name
Business owner's Social Security Number*
This is a 9 digit number
Business owner's ID*

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Bank Account Number
Routing Number
This is a 9 digit number.
Tax Preparation Form
Personal information
Full Legal Name:*

First NameMiddle NameLast Name
Email*
example@example.com
Date of birth:*

MonthDayYear
Date
What is your marital status?*

Unmarried: Includes people who are single (never married), divorced, or widowedMarried: Includes people who are married, including those legally married but no longer living with their spouseWidowed: Includes people who have lost their spouse through death and have not remarriedDivorced: Includes people who have obtained a legal divorce and have not remarried.Other
Social Security number (or ITIN) for you, your spouse (if applicable), and dependents.*
Please list the SSN or ITIN for each person clearly, specifying who it belongs to. Start with yours, then your spouse’s (if applicable), followed by each dependent. For example: 'Mine: [number], Spouse: [number], Dependent 1: [number], Dependent 2: [number].' If not applicable, write 'N/A'.
Copy of a valid government-issued ID (driver's license or passport)*

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Bank Account Number (for direct deposit of refunds or payment)
Routing Number (for direct deposit of refunds or payment)
Routing Number is 9 digits.
Credit Card Number
Previous year’s tax return (if you are a new client or have not filed with us before)

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Income Documents
W-2 forms from all employers for the current tax year

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1099 forms (for independent contractors, freelancers, or self-employment income)

1099-NEC (Nonemployee compensation)1099-MISC (Miscellaneous income)1099-DIV (Dividends and distributions)1099-INT (Interest income)1099-B (Brokerage and investment income)1099-R (Retirement or pension income)1099-G (Unemployment benefits, state tax refunds, or government payments)1099-S (Real estate transactions)1099-K (Payments from platforms like PayPal, Venmo, or Etsy)
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K-1s (for income from partnerships, S corporations, trusts, or estates)

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Other income documentation (e.g., rental income, gambling winnings, jury duty pay,alimony received, etc.)

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Deductions and Credits
Mortgage interest (Form 1098)

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Student loan interest (Form 1098-E)

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Charitable contributions (Receipts for donations to qualified charities)

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Medical expenses (Receipts or statements, including health insurance premiums)

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Property taxes paid (on personal or real property)

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Childcare expenses (Provider's name, address, and tax ID number for dependent care)

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Education-related expenses (Form 1098-T for tuition, Form 1098-E for student loan interest)

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Retirement contributions (IRA, 401(k), or other retirement accounts)

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Health Savings Account (HSA) contributions (Form 5498-SA or receipts)

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Alimony paid (If applicable, recipient’s name and Social Security number)
Business expenses (for self-employed individuals: receipts, mileage logs, officeexpenses, etc.)

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Tax Credits
Child Tax Credit or Earned Income Tax Credit eligibility information (including proof of children and other dependents)

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Energy-efficient home improvements (Receipts or documentation for home energy credits)

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First-time homebuyer (If applicable, including closing documents)

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Adoption-related expenses (receipts or documentation)

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Other Tax Documents
1095-A/B/C Forms (Health Insurance Marketplace or employer-provided insurance coverage)

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Stimulus payments or Advanced Child Tax Credit amounts received (IRS Letter 6419 or 6475)

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Any notices from the IRS (e.g., CP2000, CP12, etc.)

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Foreign income (if applicable: income earned outside of the U.S. and related foreign tax documents)

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Sale of property (including real estate and stocks/bonds: purchase/sale documents, cost basis, etc.)

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Other Financial Information (if applicable)
Any changes in marital status (Marriage, divorce, or separation documents)

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Dependents (new dependents or change in custodial parent situation)

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Rental property income/expenses (If you own rental property, include income received, expenses paid, and details of any property sales or purchases)

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Estimated tax payments made (if you made any quarterly payments, include records of these payments)

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Any other specific tax situations that might apply to you (e.g., bankruptcy, foreclosure, large medical expenses, etc.)

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Payroll Services Form
Full legal name of the company:*
Email*
example@example.com
Address of the company:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Company EIN or Federal Tax ID:*
Bank account number:*
Routing number:*
Routing Number is 9 digits.
Name of bank:*
Copy of ID for all employees and contractors to be paid:*

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Current address for all employees and contractors (if different from the address on their ID):*
Please provide the current address for each employee and contractor if it differs from the address on their ID. Specify who each address belongs to. For example: '[Employee 1 Name]: [Address], [Employee 2 Name]: [Address].' If all addresses match their ID, write 'Same as ID'.
Bank account and routing number for all employees and contractors for direct deposit:*
Please provide the bank account and routing number for each employee and contractor for direct deposit. Specify who each account belongs to. For example: '[Employee 1 Name]: [Account Number], [Routing Number]; [Employee 2 Name]: [Account Number], [Routing Number].
Copies of all paystubs and contractor payments already made for this year:

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Should be Empty:

Client Contact Form

Services

Bookkeeping Services Form

Tax Preparation Form

Personal information

Income Documents

Deductions and Credits

Tax Credits

Other Tax Documents

Other Financial Information (if applicable)

Payroll Services Form