CLIENT PROFILE FORM

Please complete the following enrollment form so we can begin the tax planning process. The following items will may be required.

Completion time: 30 minutes

Getting Started

Please complete the following enrollment form so we can begin the tax planning process. The following items will may be required. The estimated completion time is 30 minutes. You will need participant social security numbers, date of birth details, supporting documentation (COVID-19 impact), previous 2020 IRS tax returns (if available), W2 files, 1099 Misc files & other supporting documentation (if applicable).
What mobile or business number can we reach you at?

Tell Us About You

Indicate if your are self-employed
(MM/DD/YYYY)
Enter your social security number (XXX-XX-XXXX)
Include the number and state

Tell Us About Your Spouse (If applicable):

(MM/DD/YYYY)
Enter your social security number for spouse. (XXX-XX-XXXX)
Indicate your preferred filling status. If you are unsure of your filling status or unclear as to the definition, please select "I am not sure".

Tell Us About Your Dependents:

Please use this area to provide the names of each dependent, DOB, Social Security #, Relationship & Age.
Please use this area to provide the names of each dependent, DOB, Social Security #, Relationship & Age.
Please use this area to provide the names of each dependent, DOB, Social Security #, Relationship & Age.
Please use this area to provide the names of each dependent, DOB, Social Security #, Relationship & Age.

Upload Your Documents

Click or drag a file to this area to upload.
(W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Click or drag a file to this area to upload.
(W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Click or drag a file to this area to upload.
(W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Click or drag a file to this area to upload.
(W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Click or drag a file to this area to upload.
(W2, SSCard, 1099, 1098 & Interest & DL, etc.)

Disclosures

The following section provides a review and acceptance of our terms and conditions. You must select "Yes" to all disclaimers to proceed with our services and support.
Please enter your full name as an accepted signature. By signing below, you agree to our terms and conditions.
Please enter your full name as an accepted signature. By signing below, you agree to our terms and conditions.
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