Client Information Sheet

PLEASE COMPLETE ALL FIELDS ON THIS FORM. RETURNS WILL NOT BE PREPARED WITHOUT A COMPLETED INFO SHEET!
NOTE: THE INFORMATION WILL NOT SUBMIT IF A REQUIRED FIELD IS NOT FILLED OUT. STARS (*) INDICATE REQUIRED FIELDS. IF YOU HAVE CLICKED “SUBMIT” AND YOU HAVE NOT RECEIVED A SUBMISSION CONFIRMATION, PLEASE SEE BELOW FOR YOUR OMISSIONS.

You must have adequate documentation to support income & deductions listed on the tax return
*If a question does not apply to you, please put “N/A” in the field.

Personal Client Info Sheet

Step 1 of 9

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  • PERSONAL INFORMATION - Your last name must be the name shown on your social security card. Your return will be delayed due to incorrect last names being submitted to the IRS.