Foxmere Tax Information Questionnaire

Foxmere Tax Information Questionnaire

Please complete this questionnaire to help us prepare your tax return and maintain accurate client records.
Primary Taxpayer Information
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Is your mailing address different from your current address?
Mailing Address (if different)

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Spouse Information
Spouse Full Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Social Security Number (last 4 digits only)
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email Address
example@example.com
Dependent Information
List your dependents (Name, Date of Birth, Relationship, SSN last 4 digits)
Filing Status
Have you (or your spouse) moved since last year?
If yes, provide prior address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Did your marital status change in the last year?
If yes, explain
Do you have any foreign bank accounts or financial assets?
If yes, provide details
Did you or your spouse receive any IRS or state correspondence this year?
If yes, please upload correspondence

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Prior Year Tax Return
Upload prior years tax return

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For unfilled year, upload W2s, all 1099s including 1099-C and SSA-1099, Schedule K1.

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Upload any IRS correspondence and applicable debt settlement related documents

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Additional Notes or Questions
Please add any additional information or questions here
Acknowledgment and Consent
Should be Empty:

Foxmere Tax Information Questionnaire

Primary Taxpayer Information

Spouse Information

Dependent Information

Prior Year Tax Return

Additional Notes or Questions

Acknowledgment and Consent