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Home
About Us
Services
Small Business Accounting
CFO Services
Personal Tax Preparation
Business Tax Preparation
QuickBooks Setup
Forms
Deductions
Accounting
Payroll
Tax
Upload
Resources
Contact
Menu
Home
About Us
Services
Small Business Accounting
CFO Services
Personal Tax Preparation
Business Tax Preparation
QuickBooks Setup
Forms
Deductions
Accounting
Payroll
Tax
Upload
Resources
Contact
Payment
Appointment
Client Profile
Form (1Page of 2)
SSN
Name
DOB:
Age
Filing Status
Occupation
WK#:
HM#:
Cell#:
E-Mail
Does your name match your SS Card:
Yes
No
Address
City
State
Zip
Driver's Lic. /State ID
State
Issue Date
Exp. Date
Spouse
SSN
DOB
Occupation
Driver's Lic. /State ID
State
Issue Date
Exp. Date
At any time during 2023, did you receive, sell, send, exchange or otherwise acquire any financial interest in any virtual currency?
Yes
No
If yes, what amount
1. Dependent's Name
1. Dependent's SSN
1. Dependent's Relationship
2. Dependent's Date of Birth
2. Dependent's Name
2. Dependent's SSN
2. Dependent's Relationship
2. Dependent's Date of Birth
1. Dependent's Name
3. Dependent's SSN
3. Dependent's Relationship
3. Dependent's Date of Birth
*Note: If relationship is not your child
you must be eligible
to receive the earned income credit (EIC)(CTC).
Is the dependent unmarried OR married and can be claimed as your dependent?
Yes
No
Could another person qualify to claim this child (children)? If No skip the next question
Yes
No
Child's relationship to the other person?
Did your dependent live with you in the U.S. for over half of the year?
Yes
No
Have you provided more than half of the cost of keeping up your home for your child/children?
Yes
No
Could you or your spouse if filing jointly, be a qualifying child of another person for this tax year?
Yes
No
Were your main home or your spouse's in the U.S. for more than half a year?
Yes
No
Are you or your spouse eligible to be claimed as a dependent on anyone else tax return?
Yes
No
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