RETURNING CLIENT FORM

This form will serve as a cover sheet for your tax documentation is required to prepare your return. Personalized Tax Organizers are available upon request

Taxpayer Full Name: *

Filing Status: *

Single

Married Filing Jointly

Married Filing Separate

Head of Household

Spouse Full Name (if applicable): *

Preferred Phone Number *

Phone Type: *

Cell Phone

Home Phone

Would you like to receive text messages related to your tax return and/or appointments? *

Yes, I would like to receive text messages.

No, I would like to opt-out of text messages.

Has your address changed since you last filed your tax return? *

Yes.

No.

New Address *

City *

State *

Zip Code *

Do you need to add any new dependents? *

Yes.

No.

Dependent Full Name: *

Dependent's Social Security #: *

Dependents Date of Birth (MM/DD/YYYY): * +

Did you make estimated/quarterly payments for 2023? *

Yes, I will provide the dates and amounts.

No, I did not make any payments for 2023.

Date of Estimated Payment #1 (MM-DD-YYYY): +

Amount of Payment:

Date of Estimated Payment #2 (MM-DD-YYYY): +

Amount of Payment:

Date of Estimated Payment #3 (MM-DD-YYYY): +

Amount of Payment:

Date of Estimated Payment #4 (MM-DD-YYYY): +

Amount of Payment:

During 2023, did you: (a) receive crypto as a reward, award, or compensation or (b) sell, exchange, gift, or otherwise dispose of a digital asset? *

Yes.

No.

How would you like to receive your refund (if applicable)? *

Mailed Check

Direct Deposit

Apply to 2024 Tax Year

For audit purposes, even if you have previously had Direct Deposit, your bank account info must be verified each tax year.

Bank Name: *

Account Number: *

Routing Number: *

How would you like to receive your completed tax return? *

Printed copy for office pickup

DocuSign (requires electronic signature and download)

Mailed Copy (USPS First Class) *$12 Postage Fee Applies*

Email Address *

By your signature below, you certify and agree that the information you have provided is complete and accurate to the best of your knowledge. You have the final responsibility for the tax returns prepared by our firm. Therefore, you should review them carefully before you sign the e-file authorization forms (if applicable), or before you sign and submit your income tax returns directly to the appropriate taxing authorities. *

clear

Notes

FOR OFFICE USE ONLY

Office:

Bonita Springs

Fort Myers

Drop off Date (MM-DD-YYYY): +

Assigned Preparer

Quoted Price:

RETURNING CLIENT FORM

*This form will serve as a cover sheet for your tax documentation is required to prepare your return. Personalized Tax Organizers are available upon request*

FOR OFFICE USE ONLY

This form will serve as a cover sheet for your tax documentation is required to prepare your return. Personalized Tax Organizers are available upon request