Tax Client Information Form

SECURE Tax Client Information Form

Thank you for choosing Andrea M. Ward, CPA to do your taxes! Whether you're a new client or have been with us for years, the following information is necessary to begin your tax preparation. While you may have filled out this form in years past, every year we must do our due diligence and have you provide us with the requested information to ensure our accuracy in preparing your tax return. Thank you!
Which year(s) will we be preparing a tax return?
Are you a new or existing client?
Welcome! We're so glad you found us! We'd love to know how you heard about us. If one of our clients referred you, please include their name. Thank you!

IMPORTANT INFORMATION REGARDING MEETINGS

Please read and check the box below to acknowledge that you have read & accept our office policy regarding meeting with a tax preparer. Thank you!
We understand the need and desire for our clients to meet with their tax preparer regarding their tax preparation. If you wish to have a meeting with a tax preparer (in person, over the phone, or a zoom appointment), in most cases, we will only be able to meet once regarding your return. Due to time constraints, scheduling demands, and the complexity of many tax returns, we are unable to prepare your tax return in person during your meeting. The meetings are designed to collect as much information as possible and answer any questions that may be helpful in preparing your return. Getting up-front answers to questions about your return will help ensure additional changes are not needed after the return is completed, thus avoiding additional charges for requested changes. Your preparer will be available throughout the preparation process for any further questions or communication necessary through direct texts or emails. Or feel free to contact our office and our admins would be happy to assist you by email (taxprep@andreawardcpa.com), text (817-866-8484), or phone (817-238-0100). Thank you for your understanding and helping your tax preparation process run as smoothly as possible! Again, we're here to make life a lot less taxing!

Taxpayer Information
Do you want us to file a separate tax return for one or more dependents listed on your tax return?
If "Yes," Please provide the names, DOB, and socials in the box below.
Filing Status
Taxpayer Name ("Taxpayer" is the person you want listed first on the tax return)

First NameLast Name
Taxpayer Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Best Email Address for Our Communication (NOTE: This is where you will receive our automated emails as well as the email address your portal will be connected to)
example@example.com
Best Phone Number for Our Communication
Please enter a valid phone number.Format: (000) 000-0000.
Taxpayer Social Security Number
Taxpayer Date of Birth

MonthDayYear
Date
Taxpayer occupation

Spouse & Dependent Information

Click "Next" if this does not apply to you
Spouse Name

First NameLast Name
Spouse Social Security Number
Spouse Date of Birth

MonthDayYear
Date
Spouse Occupation
Dependents - Please list the FULL NAME, DATE OF BIRTH, RELATIONSHIP and SOCIAL SECURITY NUMBER of EACH dependent you will be claiming (If we filed your taxes last year, and nothing has changed, please type "Nothing has changed")

Required Identification

WE CANNOT ELECTRONICALLY FILE YOUR TAX RETURN WITHOUT YOUR ID INFORMATION! If you do not have your ID handy while filling out this form, you can upload a picture of your ID to your portal. Thank you!
Taxpayer Name on ID

First NameLast Name
Type (Driver's License or State Photo ID)
Number
State Issuing ID
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Click below ONLY if your ID does not have an expiration date
If you have NOT provided your ID information, please select the reason below. If you DID provide your ID, you can leave this blank. Remember, we CANNOT electronically file your tax return without your ID information!

Spouse Identification - If Filing "Married Filing Joint"

[Click "Submit" if this does not apply to you.] If MFJ, WE CANNOT ELECTRONICALLY FILE YOUR TAX RETURN WITHOUT BOTH OF YOUR IDs! If you do not have your spouse's ID handy while filling out this form, you can also upload a picture of your spouse's ID to your portal. Thank you!
Spouse Taxpayer Name on ID

First NameLast Name
Type (Driver's License or State Photo ID)
Number
State Issuing ID
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Click below ONLY if your ID does not have an expiration date
If you have NOT provided your spouse's ID information, but are filing joint, please select the reason below. If you DID provide your spouse's ID, you can leave this blank. Remember, we CANNOT electronically file your tax return without both IDs if filing joint!

Refund, Direct Debit, Banking Information

Starting January 1st 2026, the IRS will be mandating all refunds and balance due payments to be made electronically. The IRS is no longer accepting or issuing paper checks for refunds or balance due payments.

Because we dont know the outcome of your tax return until it is complete, we require the following bank information:
Name of Financial Institution:
Routing Number:
Account Number:
Please select your bank account type:
In the event you have a balance due owed to the IRS, please select how you would prefer your payment to be made below.
Do you want to pay your balance owed to the IRS by credit card through the IRS.gov website? (Please note when paying by credit card, you the client are responsible for making the payment. Andrea M Ward LLC does not make credit card payments on behalf of the client. Payments must be made by the tax filing deadline to avoid penalties and interest being imposed by the IRS.)
Do you want our office to pay your balance owed to the IRS as part of your tax return using your bank account? If "Yes," we will use the bank information previously provided above. Payments will be scheduled as of the tax filing deadline, Andrea M Ward LLC assumes no responsibility for late payments or insufficient fund notices. Penalties and interest may be imposed by the IRS for late payments.
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SECURE Tax Client Information Form