New client form

To prepare and file your tax return, please provide the following:

Important: You are responsible for the accuracy and completeness of the information provided. Please review all entries carefully.

Taxpayer Information

Spouse Information (if applicable)

Residency & Multi-State Information

Did you live or work in two or more states during the year?

Marital Status (as of December 31)

If married, were you married on the last day of the year?

Did you and your spouse live apart during the last 6 months of the year?

Dependents

Refund / Payment Preferences

If you are due a refund, how would you like to receive it?

If you have a balance due, how would you like to pay?

Status Questions (as of December 31)

Check all that apply:

StatusYouSpouseNo
U.S. Citizen
Senior citizen age 60 or older as of 12/31
Pending immigration case with USCIS
In the U.S. on a visa
Full-time student with OPT
Foreign student with I-20
Applying for ITIN
Legally blind
Totally & permanently disabled
IRS-issued Identity Protection PIN (IP PIN)
Owner or holder of digital assets