New Client Info  Business & Personal Taxes

New Client Business & Personal
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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.

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.
The date of birth must match what is on file under the dependents 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.
(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.
The date of birth must match what is on file under the dependents 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.
(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.
The date of birth must match what is on file under the dependents 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.
(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.
The date of birth must match what is on file under the dependents 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.
(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.

Direct Deposit of your tax refund is the safest and most secure way of receiving your refund. If you end up with a refund and would like the funds automatically deposited into your account please provide your banks routing information here. All direct deposits are initialized and handled by the US Treasury.
This is your Banks 9 digit routing number. This number can be found at the bottom of one of your checks and is exactly 9 digits. DO NOT use any number off of a deposit slip as deposit slip routing numbers are not the same. If you are unsure what your ABA or Routing number is call your bank and ask.
Please list your bank account number. Any US checking, Savings, or Financial account that can receive a direct deposit can be used.
Account Type *

BUSINESS INFO

Independent Contractors that do not have a business name or dba type your name.
If your business has an IRS Federal ID number. please Enter it here. If you don't have one and are currently using your SSN enter that.
Type the name of the main owner/partner of this business
If you are 100% owner please enter that.
What Type Of Business Do You Have?
Do All Of Your Business Clients 1099 Your Business?
Choose The Type Of Income & Expense Report You Will Provide
Does Your Business Have A Different Address? (If so enter here)
Does Your Business Have A Different Address? (If so enter here)
City
State/Province
Zip/Postal
Country
Briefly Summarize what your company does, its purpose, and what makes it unique

Send Us Copies Of Your Previous Tax Returns or Current Tax Docs

Maximum file size: 104.86MB

We Prefer PDFs over pictures. If you upload Pics please use higher resolution and a flash and also get close to document to avoid fuzzy pic upload

Maximum file size: 104.86MB

We Prefer PDFs over pictures. If you upload Pics please use higher resolution and a flash and also get close to document to avoid fuzzy pic upload
Sending

Corporate Formations in California take 30-90 Days. If you are interested in speeding up the process there is a rush courier service avail at a cost of $360. If you want this service please let us know by email ASAP!

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