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Register new clients for tax return preparation by collecting household information, dependents, and the required documents.

Use this template

Name

First Name

Last Name

Date of Birth For Household

Email

Phone Number

Address

Street Address

City

State / Province

ZIP / Postal Code

Do you have any dependents

Yes No

If so, please provide their information here: Name, Date of Birth

Social Security Number For Head of Household

Next, let us know if you received your stimulus check.

Did you get your stimulus check

Yes, the first payment Yes, the second payment Yes, the third payment I did not receive any

Signature

Sign here

Tax return documents: ID, Social Security card, self-employment records, etc.

Max 10 MB per file

Did you use another address when filing your tax last year

Social Security Number

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