Client Data Sheet

Client Data Sheet

Tax & Accounting Solutions
Client Status*

ExistingNew
Marital Status*

SingleMarried
Taxpayer Name*
Taxpayer Date of Birth*

MonthDayYear
Date
Taxpayer Social Security Number*
Taxpayer Phone Number*
Please enter a valid phone number.
Taxpayer Email Address*
example@example.com
Taxpayer Occupation*
Spouse Name*
Spouse Date of Birth*

MonthDayYear
Date
Spouse Social Security Number*
Spouse Phone Number*
Please enter a valid phone number.
Spouse Email Address*
example@example.com
Spouse Occupation*
Address*

Address

Street Address Line 2

CityState

Zip Code
Do you have any children or other dependents claimed on your taxes?*

YesNo
Would you like to make any changes to children or other dependents claimed on your tax return?*

YesNo
Dependent Information
Full Name* Date of Birth* Social Security Number* Relationship*
Dependent Information
Full Name Date of Birth Social Security Number Relationship
Dependent Information
Full Name Date of Birth Social Security Number Relationship
Dependent Information
Full Name Date of Birth Social Security Number Relationship
Dependent Information
Full Name Date of Birth Social Security Number Relationship
Dependent Information
Full Name Date of Birth Social Security Number Relationship
Dependent Information
Full Name Date of Birth Social Security Number Relationship
Would you like direct deposit of refund?*

YesNo
Would you like to update your direct deposit information?*

YesNoSame as Last Year
Bank Name*
Type of Account*

CheckingSavings
Bank Routing Number*
Bank Account Number*
Any involvement with virtual currency or digital assets?*

YesNo
Any additional information you would like to add:
Should be Empty: