Client Bio Sheet - Tax Goddess
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1Client Bio Sheet
*****IMPORTANT - FILL OUT IN FULL EVERY YEAR*****
Personal Information:
Current Address:
Current Telephone #:
_________________________
_________________________
_________________________
Current Email:
_________________________
_________________________
Will you file your status as
Copy of Prior Years Personal
the same as last year
Best Contact Person for Questions: ____________________
Taxes Attached
(married, single, etc.)?
YES / NO
YES / NO
Legal Names
Birthdate (XX/XX/XX)
In College?
Client:
Spouse:
Dependent 1:
YES / NO
Dependent 2:
YES / NO
Dependent 3:
YES / NO
Dependent 4:
YES / NO
What was the last year you filed a tax return?
Have you received any IRS/State notices?
YES / NO
Business Information:
Copy of Prior Years
Year & State
Did the entity
Business Taxes are
the Business
close down
Business Name
Business Taxed As?
Entity was
this year?
Attached
(Exmp: C-Corp (1120); S-Corp
Formed In
Or did Tax Goddess
(1120S); Partnership (1065); Sole
Business Services prepare
Proprietorship (Sch C);
them last year?
Other/Unknown)
Yes
1
Tax Goddess Prepared
Yes
Tax Goddess Prepared
1
Yes
1
Tax Goddess Prepared
Yes
1
Tax Goddess Prepared
Yes
Tax Goddess Prepared
1
Yes
1
Tax Goddess Prepared
Yes
1
Tax Goddess Prepared
Additional Information about you / your businesses that you would like us to know:
X:\Client Docs\Control Sheets\CLIENT BIO SHEET.xlsx
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Parent category: Miscellaneous