Client Data Sheet
Tax & Accounting Solutions
Taxpayer Name
*
First Name
Last Name
Spouse Name
First Name
Last Name
Taxpayer Occupation
*
Spouse Occupation
*
Taxpayer SSN
*
Taxpayer Date of Birth
*
MM/DD/YY
Spouse SSN
*
Spouse Date of Birth
*
MM/DD/YY
Taxpayer Email
*
example@example.com
Spouse Email
example@example.com
Taxpayer Cell Phone Number
*
Please enter a valid phone number.
Spouse Cell Phone Number
Please enter a valid phone number.
Address
*
Street Address
Street Address Line 2
City
State (2-Letter Abbreviation)
Postal / Zip Code
Bank Name
Routing Number
Account Number
Type a question
Checking
Savings
Type a question
Full Name
Date of Birth
SSN
Relationship
Months In Home
1
2
3
4
5
6
7
Stimulus Received - 1st
*
Amount of 1st Stimulus Received
Stimulus Received - 2nd
*
Amount of 2nd Stimulus Received
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