New Client Information Sheet Welcome! We are so excited to begin our partnership with you! To ensure we have the information we need to best serve you, please take a few moments to fill out the form below. If you have any questions, please feel free to contact us. You can securely upload this form using this link https://abcpa.sharefile.com/share/getinfo/r58277ed8b5f4bccb or you can print it and return a hard copy in person, by fax, or via mail. Thank you! Taxpayer Information Name Social Security # Date of Birth Home Address City State Zip Cell Phone Email Home Phone Work Phone Occupation How did you hear about us? Spouse Information Name Social Security # Date of Birth Home Address City State Zip Home Phone Cell Phone Work Phone Email Occupation Filing Status (choose one) Single (either unmarried, divorced, or separated and living apart since July 1) Married Filing Jointly (legally married and filing a combined tax return) Married Filing Separately (legally married but not filing a combined tax return) Head of Household (unmarried and providing a home for a dependent child) Qualifying Widow or Widower (must have a dependent child to qualify) Referred by (if applicable):
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New Client Information Sheet Welcome! We are so excited to begin our partnership with you! To ensure we have the information we need to best serve you, please take a few moments to fill out the form below. If you have any questions, please feel free to contact us. You can securely upload this form using this link https://abcpa.sharefile.com/share/getinfo/r58277ed8b5f4bccb or you can print it and return a hard copy in person, by fax, or via mail. Thank you!
Taxpayer Information
Name
Social Security # Date of Birth
Home Address
City State Zip
Cell Phone
Home Phone
Work Phone
Occupation
How did you hear about us?
Spouse Information
Name
Social Security # Date of Birth
Home Address
City State Zip
Home Phone Cell Phone
Work Phone Email
Occupation
Filing Status (choose one)
Single (either unmarried, divorced, or separated and living apart since July 1)
Married Filing Jointly (legally married and filing a combined tax return)
Married Filing Separately (legally married but not filing a combined tax return)
Head of Household (unmarried and providing a home for a dependent child)
Qualifying Widow or Widower (must have a dependent child to qualify)
Referred by (if applicable):
Dependents
Name
Social Security # Date of Birth
Relationship
Status
Name
Social Security # Date of Birth
Relationship
Status
Name
Social Security # Date of Birth
Relationship
Status
Name
Social Security # Date of Birth
Relationship
Status
Name
Social Security # Date of Birth
Relationship
Status
Name
Social Security # Date of Birth
Relationship
Status
Dependent lives with taxpayer
Dependent does not live with taxpayer
Dependent lives with taxpayer
Dependent lives with taxpayer
Dependent lives with taxpayer
Dependent lives with taxpayer
Dependent lives with taxpayer
Dependent does not live with taxpayer
Dependent does not live with taxpayer
Dependent does not live with taxpayer
Dependent does not live with taxpayer
Dependent does not live with taxpayer
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