Client Interview Form

Intro

You will need the following items to complete this form:

1) Personal Information for you, your spouse, and dependents (SSN/ITIN, Date of Birth)

2) Prior Year Tax Return (New Clients Only)

3) All current year tax documents:

W2(s)
1095(s) – Health Coverage
1096(s)
1099(s)
1098 – Mortgage Interest
1098E – Student Interest Paid
1098T – Tuition Paid
Schedule K-1(s)
Estimated Tax Payments

4) All business documents (if applicable)

Profit & Loss Statement(Income Statement)
Bank Statements
Payroll Reports - ALL: W3/W2, 940, 941, DE9C (provided by your payroll processor)
Form 1096/1099 Issued Out
Form 1099-MISC/NEC Received
Estimated Tax Payments

Please note your information will be uploaded securely.

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Which Type(s) of returns are we preparing for you? *Select the type of tax return you want us to prepare.

Are you a new client to us? *YesNo

Tax Year *Enter the tax filing year.

Marital Status in *SingleMarried

Your Phone *

Your Email *

Your Occupation *

Spouse's Email *

Spouse's Phone *

Spouse's Occupation *

Upload your Spouse's SSN or ITIN *

No file chosen

Upload your Spouse's State ID or Driver's License *

No file chosen

Were you or your spouse a signer of a Foreign Bank Account? *

Have you already scheduled an appointment? *

At any time during the year, have you or your spouse, sold, sent, exchanged, or otherwise acquired any financial interest in any virtual currency? *

Did you have Health Care Coverage? *

Address *

City

State/Province

ZIP / Postal Code

Country

Will you have a change in dependent this year? *

Upload Your Tax Documents Please upload the documents listed below. You can upload multiple files in each section.

Please upload the documents listed below.
You can upload multiple files in each section.

Upload W-2 Forms *Upload W-2 forms from your employer.

Upload 1099 Forms *Upload any 1099 forms (1099-NEC, 1099-INT, 1099-DIV, etc.)

Upload Other Tax Documents *Upload documents such as mortgage interest, tuition forms, Schedule K-1, etc.

Business Documents (Only for Business Returns)

Upload Profit & Loss Statements
Upload Payroll Reports
Upload Business Bank Statements

Upload Business Documents *Upload profit & loss statements, bank statements, payroll reports, or other business records.

All files are uploaded securely.

If you do not have some documents right now, you can upload them later.

Client Interview Form

CONTACT INFO

Client Interview Form

Make smarter financial decisions with confidence.

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