Home
Client Intake
Join My Team
Appointment Request
Client Tax Organizer
Complete this form to help us prepare your taxes accurately
1. Personal Information
Client Type
New Client
Returning Client
Taxpayer
Name *
Social Security Number *
Date of Birth
Occupation
Cell Phone
Email *
Blind
Disabled
Spouse (if applicable)
Name
Social Security Number
Date of Birth
Occupation
Cell Phone
Email
Blind
Disabled
Address
Street Address
Apartment #
City
State
ZIP
Filing Status *
Single
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualified Widower
2. Dependents (0)
3. Tax Questions
4. Direct Deposit Information
5. Signature
Submit Client Tax Organizer