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.