New Client Form

January 21, 2016 wagnertax
New Client Personal Taxes
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Please tell us who referred your or how You heard about us.

FILING STATUS

Choose your filing status for the current tax year being filed.
The Head of Household Status is for single parents or single qualified relatives raising child dependents alone. If a divorce was not final by 12/31 of the tax year being filed, you must not have lived in the same home as the separated spouse at any time during the last 6 months of the tax year.

TAXPAYER INFORMATION

(FIRST,MIDDLE INITIAL,LAST)
(current occupation. If unemployed or retired please indicate so.

SPOUSE INFORMATION

(FIRST,MIDDLE INITIAL,LAST)
(current occupation. If unemployed or retired please indicate so.

TAXPAYER'S CONTACT INFORMATION

This address will be used for government correspondence and will be listed as your tax returns mailing address.
If no home please list primary cell phone number

Child & Dependent Information #1

Full Name as it appears on Social Security Card.
If the child / dependent uses a suffix such as Jr. or Sr. and it is used on thier social security card please list here.
The date of birth must match what is on file under the dependents social security card.
(Son, daughter, parent, grandchild, brother, sister, other, niece, nephew, father, mother ect.)
Please type only the number of months the dependent lived with you during the year. College students under 25 going to school away from home qualify as if they were living with you all 12 months for tax dependent purposes.

Child & Dependent Information #2

Full Name as it appears on Social Security Card.
If the child / dependent uses a suffix such as Jr. or Sr. and it is used on thier social security card please list here.
The date of birth must match what is on file under the dependents social security card.
(Son, daughter, parent, grandchild, brother, sister, other, niece, nephew, father, mother ect.)
Please type only the number of months the dependent lived with you during the year. College students under 25 going to school away from home qualify as if they were living with you all 12 months for tax dependent purposes.

Child & Dependent Information #3

Full Name as it appears on Social Security Card.
If the child / dependent uses a suffix such as Jr. or Sr. and it is used on thier social security card please list here.
The date of birth must match what is on file under the dependents social security card.
(Son, daughter, parent, grandchild, brother, sister, other, niece, nephew, father, mother ect.)
Please type only the number of months the dependent lived with you during the year. College students under 25 going to school away from home qualify as if they were living with you all 12 months for tax dependent purposes.

Child & Dependent Information #4

Full Name as it appears on Social Security Card.
If the child / dependent uses a suffix such as Jr. or Sr. and it is used on thier social security card please list here.
The date of birth must match what is on file under the dependents social security card.
(Son, daughter, parent, grandchild, brother, sister, other, niece, nephew, father, mother ect.)
Please type only the number of months the dependent lived with you during the year. College students under 25 going to school away from home qualify as if they were living with you all 12 months for tax dependent purposes.

Child & Dependent Information #5

Full Name as it appears on Social Security Card.
If the child / dependent uses a suffix such as Jr. or Sr. and it is used on thier social security card please list here.
The date of birth must match what is on file under the dependents social security card.
(Son, daughter, parent, grandchild, brother, sister, other, niece, nephew, father, mother ect.)
Please type only the number of months the dependent lived with you during the year. College students under 25 going to school away from home qualify as if they were living with you all 12 months for tax dependent purposes.

E-FILE TAX REFUND | DIRECT DEPOSIT BANKING INFORMATION.

If you end up with a Refund on your taxes and you would like to submit your banking info for direct deposit by the US Treasury Use The Following Secure Link To Provide That Data.
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