THE WIZARD TAX & FINANCIAL SERVICES LLC

THE WIZARD TAX & FINANCIAL SERVICES LLC
Digital Tax Services for all 50 States
Phone: 972.746.7278 • Fax: 866.317.0220
Email: Info@thetaxwizard.biz
Instructions:
- Data Form – One form for each year. If you need to file back taxes for a prior year, please complete a Data form for each year.
- New Clients Only – Please attach the last tax return you filed, a copy of your driver's license, and your Social Security card.
Personal Data Intake Form:
20232024202520262027202820292030
Taxpayer Name:
SSN:
DOB:

MonthDayYear
Date
Driver's License #:
Issue Date:

MonthDayYear
Date
Exp Date:

MonthDayYear
Date
IRS IDENTITY PIN# (Only applicable to those that have an IRS pin number)
Email Address:
example@example.com
Contact Number:
Format: (000) 000-0000.
Home Address: (IRS requires a physical address – No PO Box)
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Please email all documents that need to be filed for the year selected to:

Example: W2s, 1099NEC, 1098 (mortgage interest), 1099R, 1099G,
W2G, 1099INT, 1099DIV, etc.

email: Info@thetaxwizard.biz or fax to 866.317.0220
I authorized that the information on this form is accurate and true to the best of my
knowledge.
Signature:
Date:

MonthDayYear
Date
Should be Empty: