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Tax Questionnaire & Document Guide for 2024
Taxpayer information
Please complete the following information:
Do you have a Spouse?
Yes
Taxpayer Name
*
First
Middle
Last
Spouse Name
First
Middle
Last
Date of Birth
*
Date of Birth
SS# (no dashes)
*
SS# (no dashes)
Occupation
*
Occupation
Cell Phone
*
###
-
###
-
####
Cell Phone
###
-
###
-
####
Email
*
Address
*
Street Address
Address Line 2
City
State / Province / Region
Postal / Zip Code
Home in US more than 6 months?
*
Yes
No
Preferred contact person
*
Taxpayer
Spouse
Preferred contact method
*
Cell
e-Mail
Signature Authorization Preference:
*
e-Signature
Paper Form
If you moved, provide date(s)
Driver License photo upload, taxpayer and spouse
*
Add File
Bank account type
*
Checking
Savings
Banking Information
*
Bank Name
Account #
Routing #
Personal Data
If you are unsure of an item and would like to discuss it with your tax preparer, please leave the boxes for that item unchecked.
Personal Data
Yes
No
Unsure
Can you or your spouse be claimed as a dependent by another taxpayer?
Did you get MARRIED, SEPARATED, or DIVORCED last year?
Are you or your spouse under the age of 65 and permanently disabled?
Would you like to direct deposit any refund? If yes, provide complete bank account information.
If you owe tax, would you like to have it directly debited from this account?
Was any member of your family a victim of Identity Theft and received an Identity Protection PIN?
New clients only, please provide the following documents:
Add File
Copies of your federal, state, and local tax returns filed for the previous year.
Copies of social security cards and employment authorization for yourself, your spouse, and all of your dependents.
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