New Tax Client Information If this is your first year having me prepare your tax returns, please complete this form for your personal taxes. There is an alternative form for a separate business. If you own a sole-proprietorship, you do NOT need to fill out a business form. Are you a US resident?*YesNoYou indicated that you are not a US Resident. I do not handle international tax matters or foreign income and prefer not to assist with Resident Aliens because I am not familiar with all tax treaties. Please consider finding a tax preparer that specializes in foreign income and international taxes. What is your filing status?*SingleMarried Filing JointMarried Filing SeparateHead of HouseholdQualifying WidowerUnsure Social Security or ITIN Number:* Date of Birth:* Name (MUST match SSN or ITIN):*First and Middle InitialLast Occupation:* Phone:* Area Code - Phone Number E-mail:* Address:* Street Address City State Zip Code Were you self-employed?*YesNo Did you work in any state besides your state of residency?*YesNo Do you have any Foreign accounts?*YesNo Did your foreign accounts exceed $10,000 USD total at any time during the year?*YesNo Do you own any virtual currency?*YesNo Did you receive, sell, or otherwise exchange any virtual currency? (Answer no if you purchased or held only.)*YesNo Who Referred You?*If you wish to have any refunds direct deposited, please enter the bank information here: Bank Name: Account Type:CheckingSaving Bank Routing Number: Bank Account Number: If you owe any taxes, do you wish to use direct debit?*YesNo What date would you want to make your payment(s)?* Do you want to use the same bank account for payments that you listed for refunds?*YesNo Payment Bank Name: Payment Account Type:CheckingSaving Payment Bank Routing Number: Payment Bank Account Number:Spouse Information Spouse Social Security or ITIN Number:* Spouse Date of Birth:* Spouse Name (MUST match SSN or ITIN):*First and Middle InitialLast Spouse Occupation:* Spouse Phone:* Area Code - Phone Number Spouse E-mail: NOTE: Required for e-signatures.* Date of Death:*Dependents Do you have dependents (not your spouse)?*YesNo Dependent Social Security or ITIN Number:* Dependent Date of Birth:* Dependent Name (MUST match SSN or ITIN):*First and Middle InitialLast Dependent Relationship:*Select valueSonDaughterFoster ChildGrand ChildStepchildGrandparentParentBrotherHalf-brotherStepbrotherSisterHalf SisterStepsisterAuntUncleNephewNieceNoneOther Do you need to add another dependent?*YesNo Dependent 2 Social Security or ITIN Number:* Dependent 2 Date of Birth:* Dependent 2 Name (MUST match SSN or ITIN):*First and Middle InitialLast Dependent 2 Relationship:*Select valueSonDaughterFoster ChildGrand ChildStepchildGrandparentParentBrotherHalf-brotherStepbrotherSisterHalf SisterStepsisterAuntUncleNephewNieceNoneOther Do you need to add a third dependent?*YesNo Dependent 3 Social Security or ITIN Number:* Dependent 3 Date of Birth:* Dependent 3 Name (MUST match SSN or ITIN):*First and Middle InitialLast Dependent 3 Relationship:*Select valueSonDaughterFoster ChildGrand ChildStepchildGrandparentParentBrotherHalf-brotherStepbrotherSisterHalf SisterStepsisterAuntUncleNephewNieceNoneOther Do you need to add a fourth dependent?*YesNo Dependent 4 Social Security or ITIN Number:* Dependent 4 Date of Birth:* Dependent 4 Name (MUST match SSN or ITIN):*First and Middle InitialLast Dependent 4 Relationship:*Select valueSonDaughterFoster ChildGrand ChildStepchildGrandparentParentBrotherHalf-brotherStepbrotherSisterHalf SisterStepsisterAuntUncleNephewNieceNoneOtherIf you need more than four dependents, please use my Secure Contact Form to provide the rest of their SSN's, Dates of Birth, Names, and Relationships. Word Verification:SubmitReset
