Client Questionnaire
TAX YEAR 2024
Taxpayer’s Information
First Name
Last Name
DOB
-
Month
-
Day
Year
Taxpayer
SSN
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Phone Number
Emergency Number
Email
example@example.com
Would you like to apply for a Tax Advance?
Yes
No
Do you have a Identity Protection Pin?
Yes
No
Choose one of the following
In-Person (Only from 9am-2pm)
Virtual
If yes, what is the Identity Protection Pin?
IP PIN
Filing Status (Select One)
Single
Head of Household
Married FilingJointly
Married Filing Seperately
Qualifying Widower
I’m unsure
Did you receive unemployment benefits in 2023?
Yes
No
Did you pay for childcare in 2023?
Yes
No
If yes, how much did you pay for childcare?
Weekly, Monthly or Annually
How would you like to receive your refund?
Check ( Printed in the office)
Direct Deposit
Prepaid Debit Card (Provided by Tax Preparer)
Routing Number
Account Number
Promo Code/ Referred By:
Who referred you?
Please upload a copy of W2’s, 1098T, 1099MISC, 1099-G, and any other documentation to file your tax return.
Browse Files
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Please include any attachments (e.g., logo, mission statement, annual report, etc.) that would help us better understand your company's needs.
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Please upload your identifications documents including DL, State ID, Passport, Social Security Card(s), Birth Certificate(s) for Dependents
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Take Photo
Signature
Schedule Appointment
Submit
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