Client Sign In Data Sheet

Taxpayer Name *

Spouse Name

Is all info the same as last year?YesNo

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 *

Alternate Email Address

Dependents Info

Dependent Name *

Dependent DOB

Dependent SSN

Relationship

# of months lived with you in 2024

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.

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).

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