Client Tax Information Form

Client Tax Information Form

Please provide your tax details for the current tax year.
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Social Security Number (SSN)
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
What is your occupation?
Spouse's Full Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
Spouse's Social Security Number (SSN)
Spouse's occupation?
Filing Status
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Tax Year
Sources of Income (select all that apply)

Other
Please specify any other sources of income for the selected tax year
Total Income for the Tax Year
Housing Status
Did you live in the United States for more than half the year?
Did you file taxes for the previous year?
Did you or your spouse owe the IRS, child support, or in default on any student loans?
Did you have any interest in or authority over any foreign accounts or trust?
Did you receive any government assistance during the tax year?
Did you pay for childcare?
Did you or your spouse complete a new for W-4 to claim tax exemption from federal tax withholding?
Did you sell, exchange, give away or dispose of a digital asset?
Upload Social Security Card, I.D. or Driver's License for you & spouse.

Cancelof
Additional comments or concerns. Upon submission of this form, you will receive an email with a link to set up your new Drake Secure File Portal.
Enter your Bank Name, Routing Number, Account Number and specify if account is Saving or Checking for Direct Deposit.
Signature
Should be Empty: