Client Tax Application

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Ready To Get Started? We Are Here To Help.

With years of filing experience, you can count on our experienced tax professionals to get you your maximum refund and take care of your taxes—no matter how complex they may be.

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Our Process

Taxes aren’t fun, but we pride ourselves on making it easy. We can help get your taxes prepared in four stress-free steps:

Schedule A Consultation

Schedule a consultation to discuss your individual or business tax needs.

Complete Application

Fill out a short application to give us the information needed to start your tax preparation.

Submit Documentation

Submit necessary paperwork and documentation to begin tax preparation.

Tax Preparation

Once all documents are received we will begin the process of preparing your taxes.

Client Information

TAXPAYER:

SPOUSE: (If Applicable)

Name

SSN:

DOB:

Occupation

Name

SSN:

DOB:

Occupation

Street Address

City

Postal / Zip code

Region/State/Province

Telephone

Home

Work

Cell

Driver’s License Number

State Issued

Date Issued

Expiration

Driver’s License Number

State Issued

Date Issued

Expiration

Amount of the 1st Economic Impact Payment

Amount of the 2nd Economic Impact Payment

Amount of the 3rd Economic Impact Payment

CHILDREN/DEPENDENTS

Name

SSN

Name

SSN

Name

SSN

Relationship

DOB

CHILDCARE COSTS

Childcare provider's name(s)

Provider's address(s)

Provider's tax ID or Social Security number(s)

Amount Paid

Childcare provider's name(s)

Provider's address(s)

Provider's tax ID or Social Security number(s)

Amount Paid

COST OF ATTENDING SCHOOL: (If applicable) Form 1098-T

SCHOOL NAME:

YOURSELF

BOOK(S) $

DEPENDENT(S)

BOOK(S)$

***If you are claiming the school credit beware the forms may not be available until mid-February

Direct Deposit Information:

If you want your tax refund deposited directly into your bank account:

Name of Bank:

Routing number from the lower left side of one of your checks (usually the first nine digits)

Bank account number on bottom of the check or on a bank statement (Savings or Checking)

DID YOU RECEIVE A STATE REFUND? IF SO, HOW MUCH? (Only if you itemized last year and plan on doing it this year) Form 1099-G

CONTRIBUTIONS TO NON-PROFITS OR CHURCHES? (Include name of organization, address and amount) If you have more than 500.00 for donations for Goodwill, Salvation Army, Lupus etc.… need address for the facility and date of contributions

MORTGAGE INTEREST

REAL ESTATE TAXES

PROPERTY TAXES

PMI (PROPERTY MORTGAGE INSURANCE)

(Attach Form 1098)

Copy of Driver License (s) , Social Security Cards, W-2 (s), 1099-Misc, Form1099-G – Unemployment Form(s), Form 1099-R Pension, W-2G for gambling and lottery winnings SSA-1099, Form 1099-INT - Form 1099-DIV, Form 1099-B proceeds from the sale of stocks, bonds, etc.

PLEASE FAX, MAIL OR EMAIL ALL APPLICABLE INCOME TAX DOCUMENTS

I / We hereby acknowledge that the information provided is true and correct.

DATE

REFERRED BY: (New CLients Only)