Client Sign In Data Sheet

Taxpayer Name *

Spouse Name

Additional Tax Payer Information

OccupationPlease enter your occupation

SSN

Phone *

DOB

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Spouse's Occupation

Spouse's SSN

Spouse's Phone

Spouse's DOB

Email Address for Portal Setup *

Dependents Info

Dependent Name *

Dependent DOB

Dependent SSN

Relationship

# of months lived with you in 2025

ARE YOU SELF EMPLOYED (if yes, please fill out supplement form)?YesNo

DID YOU BUY, SELL OR TRADE ANY CRYPTOCURRENCY LAST YEAR?YesNo

DID YOU HAVE OWNERSHIP IN ANY FOREIGN BANK ACCOUNT(S)YesNo

DID YOU PAY FOR CHILDCARE LAST YEAR?YesNo

$ AMOUNTHow much child care did you pay last year?

DID YOU PAY QUARTERLY ESTIMATES LAST YEAR?YesNo

**WE WILL USE THE EMAIL LISTED ABOVE TO SET UP YOUR PORTAL ACCOUNT. A PAPER COPY CAN STILL BE PROVIDED UPON YOUR REQUEST. A FEE WILL BE CHARGED FOR ANY ADDTIONAL COPIES OF YOUR TAX RETURNS THROUGHOUT THE YEAR.

Potential Documentation Need

Income Documents
- W2s
- 1099s – Interest, Dividends, Royalties, Rents
- Self employed Income – Please see additional SE information
Identity Documents
- Copy of Driver’s License / State ID
- Social Security Card – dependents claimed on return
- IPIN – Identity Protection PIN issued by the IRS (if applicable)
Healthcare Statement
- 1095-A if you received healthcare from the marketplace and/or received a premium tax credit to lower you monthly premium)
Itemized Deductions
- Mortgage Interest on personal property
- Property Taxes paid
- Donations to charitable or religious organizations
- Out of Pocket medical (must exceed 7.5% of total income)

PLEASE UPLOAD ANY APPLICABLE FILE(S) TO:

Portal Link:

https://chrismanandchrisman.securefilepro.com/

Tax Payer Signature *

I certify that the above information should be used in the preparation of my tax return(s).

Spouse's Signature *

I certify that the above information should be used in the preparation of my tax return(s).

Self Employed Individuals

BUSINESS NAME:

BUSINESS EIN:

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

BUSINESS EMIAL:

BUSINESS PHONE:

HTML

Checklist of Documentation

Business Profit and Loss (total income and expenses by category i.e. supplies, office expense, cost of goods, contract labor, advertising, continuing education, software, credit card fees etc.)
Business Mileage drove (you can take either mileage or actual cost – fuel, depreciation of vehicle, insurance, standard maintenance).
Prior year tax return (if prepared elsewhere)
Prior year depreciation schedules (if prepared elsewhere)
New assets purchased – total purchase price, including any financing, date

Forms

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