Individual Tax Client Information Form

New Client Information Form

Name(Required)

First Last

DOB

Social Security #

Email(Required)

Cell Phone

Marital Status

Do You Have Dependents?

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Spouse Information

Spouse Name

First Last

Spouse DOB

Spouse Social Security #

Spouse Email

Spouse Cell Phone

Dependents

List All Dependents (use + icon to add rows)

Full Name

Relationship

DOB

SSN

Tax and Financial Documents

Tax Documents - Required

Please provide a copy of your most recent Federal tax return, and the past two years if possible. You can also upload copies of any tax documents that are available (From W2, 1099, etc.)

Drop files here or

Max. file size: 50 MB.

Account Statements - Required

Please provide a copy of the most recent statement for your investment, brokerage, and retirement accounts. Statements are required for all accounts with balances over $100,000, or which produced more than $5,000 of income in the prior year.

Drop files here or

Max. file size: 50 MB.

Business and Real Estate Information

Please provide a Profit and Loss statement and a balance sheet if available for any businesses you own, and for any rental activities.

Drop files here or

Max. file size: 50 MB.

Other Information

Do you have any pending IRS issues?

Briefly explain why you are looking for a new accountant / financial advisor

How did you hear about us?