Tax Client Information Form

Tax Client Information Form

Please provide your information to help us prepare your tax return efficiently.
Welcome to Jmeaux Tax Service! We pride ourselves on professionalism, trust, and a strong commitment to client satisfaction. Our goal is to provide you with the highest quality tax preparation services tailored to your needs. Please fill out the following information to help us serve you better.
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer Social Security Number
Email Address
example@example.com
Filing Status
Spouse Social Security Number
Spouse's Full Name (if applicable)

First NameLast Name
Dependents
Upload your W-2 form(s)

Cancelof
Upload your 1099 form(s)

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Upload A Valid Driver's License/ID , Social Security Card(s), ETC

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Preferred Contact Method

Other
Do you want an advance up to $7,000?
Bank Account Number
Routing Number
Bank Name
Signature
Please initial to acknowledge the above statement
Any debt owed to any federal agency that requires the IRS to hold their federal return, the client is still liable to pay Jmeaux Tax Service. No Payment Plans Are Accepted. Also include a declaration that everything they are submitting is not falsified documents.
Please initial to acknowledge the above statement
Taxes will be released 21 days AFTER the filing date. You can check for an update on the IRS website.
Please acknowledge that taxes will be released 21 days after the filing date and you can check for updates on the IRS website
Special Notes or Instructions
Should be Empty: