• DHT Solutions Client Information Sheet

  • Filing Status*
  • Taxpayer Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.

  • Spouse Information

  • Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.

  • DEPENDENTS

    (ENTER INFORMATION FOR UP TO 4 DEPENDENTS)
  • Dependent #1 Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent #2 Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent #3 Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent #4 Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year

  • Due Dilligence Questions

  • Are you a United States Citizen or Resident Alien?
  • Are you able to be claimed as a dependant on someone else's return?
  • Have you ever been disallowed the Earned Income Tax Credit, the additional child tax credit, or the child tax credit?
  • Do you have a signed form 8332 granting the right to claim this child/children?
  • Did you pay for child care for your child/children/dependents?
  • Did anyone else live in the home that provides financial support for your child/dependents?
  • Can or could anyone else be eligible to claim this dependent on their tax return?*
  • Did you receive any type of supplemental, non taxable income such as child support, welfare benefits, Social Security, etc?
  • In the case of a random IRS audit, can you provide additional supporting documents for the dependents (select all that apply): SKIP IF NOT CLAIMING ANY DEPENDENTS

  • Business Income Questions

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  • Taxpayer Acknowledgment

    DHT Solutions will prepare your 2026 individual income tax return based on the information and documentation you provide. DHT Solutions will not independently audit or verify the accuracy or completeness of the information provided unless otherwise required by applicable law or professional standards.

    You, the taxpayer(s), are responsible for providing complete and accurate information necessary for the preparation of your tax return and for reviewing the completed return before it is filed.

    By signing below, I/we acknowledge that I/we have provided DHT Solutions with the information and documentation necessary to prepare the tax return and certify that, to the best of my/our knowledge, the information provided is true, correct, and complete.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: