Welcome to GJM Advisory
The following form will allow us to collect helpful information that will get you set up in our tax filing software. Please take a moment to complete the following fields.
Taxpayer | Name
*
First Name
Middle Initial
Last Name
Taxpayer | Social Security Number
*
### - ## - ####
Taxpayer | Occupation
Taxpayer | Date of Birth
*
MM/DD/YYYY
Taxpayer | Are You Blind?
*
YES
NO
Taxpayer | Phone Number
*
Please enter your preferred phone number.
Format: (000) 000-0000.
Taxpayer | Email Address
*
example@example.com
Taxpayer Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Back
Next
Are you married?
*
YES
NO
Spouse | Name
First Name
Middle Initial
Last Name
Spouse | Social Security Number
### - ##- ####
Spouse | Occupation
Spouse | Date of Birth
Spouse | Date of Death (if applicable)
Is Your Spouse Blind?
*
YES
NO
Spouse | Phone Number
Please enter your spouse's preferred number.
Format: (000) 000-0000.
Spouse | Email
example@example.com
Back
Next
Do you have dependents?
*
YES
NO
DEPENDENT INFORMATION
Rows
FIRST NAME
MIDDLE INITIAL
LAST NAME
DATE OF BIRTH
SOCIAL SECURITY #
RELATIONSHIP
MONTHS LIVED AT HOME
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Submit
Should be Empty: