New Client Questionnaire

PLEASE FILL OUT THE QUESTIONNAIRE TO THE BEST OF YOUR ABILITY. WE WILL CONTACT YOU IF WE REQUIRE ANY ADDITIONAL INFORMATION.

*PLEASE UPLOAD YOUR 2 MOST RECENTLY FILED TAX RETURNS AFTER COMPLETING THIS QUESTIONNAIRE.

If at any point you need to pause filling out the form, you can click Save & Continue at the bottom. Your answers will be saved and you can come back to finish it later.

PART I — GENERAL INFORMATION

TAXPAYER

Taxpayer Name(Required)

First Middle Last

Taxpayer DOB(Required)

Taxpayer SSN(Required)

Taxpayer Home Phone

Taxpayer Cell Phone(Required)

Taxpayer Email(Required)

SPOUSE

Spouse Name

First Middle Last

Spouse DOB

Spouse SSN

Spouse Home Phone

Spouse Cell Phone

Spouse Email

RESIDENCY INFORMATION

This will be the address used on the tax return where any correspondence will be sent.

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

DEPENDENTS

Do you have any dependents that you claim on your tax return?(Required)

Yes

Dependent 1

First Middle Last

Relationship to Dependent 1

Dependent 1 DOB

Dependent 1 SSN

Dependent 2

First Middle Last

Relationship to Dependent 2

Dependent 2 DOB

Dependent 2 SSN

Dependent 3

First Middle Last

Relationship to Dependent 3

Dependent 3 DOB

Dependent 3 SSN

PART II — ADDITIONAL INFORMATION

Onvio: This is our preferred, secure file sharing application that is used for sending and receiving documents relevant to your taxes. Available via website on a desktop, laptop, or tablet or a downloadable app from the Apple & Android App Stores, Onvio is easily accessible from anywhere with internet allowing you to always have access to your confidential documents such as tax returns.

Would you like to be registered with Onvio?(Required)

Yes

We will set up your Onvio account for you. You will receive an email with a link and instructions to register.

Email for Onvio Account

Enter Email Confirm Email

Please enter the email address you would like to use with Onvio.

BANKING

Do you wish to link your bank account with the IRS and State Agencies?(Required)

Yes

*We strongly recommend this to receive faster refunds and avoid processing delays. We will always notify you of any direct debits or deposits when we file your tax returns.

Please supply the requested information below or send us/upload a voided check.

Bank Name

Account Type

Checking

Savings

Routing Number

Account Number

Is this a joint account?

Yes

Name of Account Holder 1

First Last

Name of Account Holder 2

First Last

This field is hidden when viewing the form

Additional Notes & Comments

If you need to complete your form later, you can click “Save and Continue” below. You will receive an email with a link to your saved form. You will need to complete your form within 30 days.