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2023 Client Information Sheet
Full Name
Spouse's Full Name
Social Security Number
Social Security Number
Date of Birth
Occupation
Date of Birth
Occupation
Physical Address | City | State | Zip Code
Phone
Other Phone
Email
Can you be claimed as a dependent on someone else's tax return? Including your spouse.
Choose an option
Are you legally blind?
Choose an option
Have you been audited by the IRS in the last 3 years?
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If you are a new client, please upload last years tax return here.
Upload File
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Date of Birth
Social Security Number
Relationship to you
# of months lived with you
Please list dependent first and last name
Dependent #2
Date of Birth
Social Security Number
Relationship to you
# of months lived with you
Dependent #3
Date of Birth
Social Security Number
Relationship to you
# of months lived with you
Did you have insurance coverage for 2023? If so, how long?
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