New Client - Personal

Client Onboarding: Personal Services

Please fill out the information below to the best of your ability. All entries are securely encrypted once submitted.
Preferred CPA
Enter first and last name of CPA. If you are unsure, please put "none"
If you are a member of RLR staff, please fill in your initials
Taxpayer's Information
Name
Include your first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Date of Birth

MonthDayYear
Date
Email
example@example.com
Cell
Please enter a valid phone number.Format: (000) 000-0000.
Home
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Phone
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
I prefer my tax returns delivered via
Please enter a cellphone number to access your SafeSend Returns.
A cellphone number must be used to access your return(s) via SafeSend.Format: (000) 000-0000.
Check the appropriate box for additional information that may need to be filled out.
Number of Dependents
If more than 10, please leave us a note in the comments with how many additional dependents you have.

Spouse's Information
Name
Include your spouse's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Email
example@example.com
Cell
Please enter a valid phone number.Format: (000) 000-0000.
Home
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Phone

Dependent's Information
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship
Name
Include your dependent's first name, middle initial, last name
Social Security Number
Must be valid Social Security Number
Birth Date

MonthDayYear
Date
Relationship

Please upload copies of your previous 2 years' tax returns and other supporting documentation. All uploads are secure.
You may upload your documents below or upload them to our SecureSend portal linked here, as well as on our website at any time.

https://www.rlr.cpa/quick-send.php
Document Upload

You may include any important documents such as driver's licenses, W2's, etc.
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Any Questions, Comments or Concerns?
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Client Onboarding: Personal Services

Taxpayer's Information

Spouse's Information

Dependent's Information