Luxe Tax Client Data Form

Dependent Info

How would you like to receive your refund?
Routing Number
Account Number
Are you moving this year? If yes, do you need assistance finding a new place to call home?
How did you hear about us?
Google, Social Media, Friend (Include Name)…
Do you have a friend or family member who could use a free refund estimate?
If yes, please include Name and Number
Please upload a copy of your W2's, 1099MISC, 1099-G, 1098T and any other documentation to file your tax return.

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Upload your identification documents including DL/State ID, Social Security Card(s), Birth Certificate(s) for Dependents. SKIP THIS IF STEP YOU WANT REFUND ESTIMATE ONLY❗️

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Signature
Should be Empty:

Client Questionnaire