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April's Tax Service, Inc.
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New Taxpayer Questionnaire

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  • New Taxpayer Questionnaire
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.
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You 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.

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If you wish to have any refunds direct deposited, please enter the bank information here:

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Spouse Information

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Dependents

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If 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.

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